Overview
Once a Budget Version is approved, it cannot be modified but can be copied to another active budget version with status as 'In preparation', using the “Planning to Planning” screen. Calculation is performed during the Budget Version Copy Process based on the parameters entered under the “Planning to Planning Screen”. If the Budget Version Status is “In Preparation” or “In Budget Planning”, a scenario calculation can be performed, by using the “Calculate Scenario” screen.
Navigation
Budget Planning ► Support Entities ► Scenarios ► Calculate Scenario
Calculate Scenario screen Fields
Field | Description |
Budget Version | Users should select the Budget Version from the List of Budget Version allowed by the user security and with Status as “In Preparation” or “In Budget Planning”. |
Scenario Coa Group | Users should select one Scenario COA group from the list of Scenario Groups of the Scenario of the selected Budget Version, for which calculation is done. |
Create A New Budget Plan | If this is checked then a new Budget Plan will be created to save the calculated budget lines at the bottom level of the Budget Plan Structure, and the Institution Field will need to be populated by the User, from the list of Institution(s) the User has accessed to. |
Show Results Before Apply | By default this is true. |
Budget Plan Types | Users can select one or many Budget Plan Type(s). The Budget Plan Type is set to the selected Budget Plan Type from the calculation screen. |
Scenario Parameters | Users should select one or more Scenario Parameters from a list of Scenario Parameters that user has access to and CoA Group of the Target Coding Block should be the same as the CoA Group selected. |
Budget Plans | Users should select one or more Budget Plans, if Create A New Budget Plan is set to False. The Budget Plan should be selected from the list of Budget Plans belonging to the selected Budget Version. |