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  • Click onto edit an existing spreadsheet  (must use the existing PA-XXXX column to enter your proposed amounts)
    • you can add (insert) or delete rows in your spreadsheet
    • You can use formulas to enter your proposed amounts
  • Click on  to regenerate the sheet. You may make may changes to your selected properties, filters etc. Saving the sheet will override the previous sheet making any updates, pull in new accounts matching the filter and updating all the amounts to current figures. 
  • If you prefer to enter proposed amounts and/or make changes to your spreadsheet via Excel, click on  to download the spreadsheet into Excel.  Once the spreadsheet is completed and saved, click on  to upload/replace the spreadsheet back into the scenario
  • Click on  to delete an existing spreadsheet you no longer want.

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