Budget Alternate Scenarios allow comparing other budgets to the main budget. To set up an alternate budget, navigate to Finance - Budgeting - Budget Alternate Scenarios. You must have the FinanceBudget Full role to access this screen. To add an alternate budget, provide a Name and click Add.
When migrating data to a new budget year:
- Choose a From Budget and year
- Choose a To Budget and year
- You may specify an Increase / Decrease % to apply to the From budget to the To Budget. Note: 0% results in the same budget numbers. Example: -10% will result in numbers that are 10% smaller in the To Budget.
- Click Submit
Note: General Ledger accounts that do not have any budget amounts in the From Budget will receive no budget amounts in the To Budget. Note: Once a budget has any allocations for a fiscal year, that budget and year cannot be selected as the To.