[Mveca_usas-r] USAS-R Budgeting Training and Refresher

[Ashley May]

Good Morning,

Thank you to all who were able to attend this yesterday's training. Below are some highlights/notes on the budgeting process in USAS-R and the link to today's training recording.

Recording: https://liquidfiles.mveca.org/link/OgkXRE3EuS7f6uzi88e8UI

Notes/Highlights:


*         Districts migrating this spring/summer may create their 2023 budgets and classic and they will pull over to the redesign (as next years proposed amounts)

*         Districts will build 1 scenario and create multiple worksheets within a scenario; you can only promote 1 budget/scenario and if you promote a new scenario it will wipe out the existing scenario

*         You can clone existing budgets and enter your new amounts for next year's budget

*         You can enter a formula in the PA (proposed amounts) column and apply it to your budget (You don't have to create a separate column and special paste value, the software will accept the number generated from the formula)

*         The scenario grid allows users to create budget scenario via spreadsheets

*         You can share your budget worksheets by downloading them from the scenario grids with the person responsible for reviewing/approving the budget by clicking on the download icon on the grid; please see screenshot below with icon highlighted
[cid:image001.png at 01D853F5.19C71500]

*         After a spreadsheet is returned with the final adjustments you can upload the worksheets back into your scenario; see screenshot with the highlighted icon to import/upload
[cid:image002.png at 01D853F5.19C71500]

*         You may use budget or revenue spreadsheet templates to upload a scenario or make the updates within the software on the grid

*         Within the documentation are JSON files you can import into the report manager grid to download and use for budget and revenue spreadsheet templates

*         Proposed Amounts grid is used once a budget scenario is promoted.  The budget and revenue amounts are displayed in the proposed amounts grid which is a working grid where you can make further/additional changes; you can also add additional spreadsheets for additional budgets you may need to add to your budget

*         You are able to delete a proposed amount, it will not delete the account or the entire budget

*         The month of the effective date you enter when applying the proposed budget or a budget adjustment will automatically create a new posting period (it will not make that period current and you will not see the updated budget amounts until you are current in that period)

Documentation Link for Budgeting:
https://wiki.ssdt-ohio.org/display/usasrdoc/Budgeting+Scenario+Steps+for+making+budget+adjustments+in+the+current+fiscal+year

Please reach out with any questions or if you need any additional assistance with these processes.

Thank you,
Deb, Ashley, & Marcia
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