Merge Scenarios

From the list of budgets, you can merge multiple budget scenarios into one destination scenario. This is a quick and efficient way to combine data from existing scenarios into one. For example, you can merge your department budgets into one organization budget.

Warning: You can merge as many scenarios as you want into one destination scenario. It is important to be aware that merging many scenarios may impact performance and is likely to increase data complexity in the destination scenario.

  1. From the list of budgets, select Merge scenarios.

  2. Under Scenarios to merge, filter and select the scenarios to merge into one scenario.

    1. In the Fiscal year field, select the year that includes the scenarios you want to merge. The applicable scenarios appear in a list.

      Note: The list includes active, inactive, finalized scenarios with a fiscal year budget, and period range budgets.

    2. For each scenario you want to merge in the list, select its row's checkbox.

      There are several requirements to successfully merge scenarios.

      • All merging scenarios must have the same starting fiscal year.

      • All merging scenarios must have the same budget type. For example, you can't merge a fiscal year scenario with a period range scenario. All scenarios must be based on fiscal year or period range.

      • When merging scenarios based on period range, all scenarios must have the same starting and ending periods.

  3. Under Destination scenario, determine the information to use for the merged, resulting scenario.

    1. In the Scenario ID field, select the ID you want to use for the destination scenario.

      Tip: Existing scenario IDs are included from the database view.

    2. In the Fiscal year field, select the year you want to use for the destination scenario.

    3. To overwrite all existing data in the destination scenario, select Overwrite existing scenario. To keep existing data and add the merged data to it, make sure the checkbox is clear.

  4. To merge the selected scenarios into one destination scenario, select Merge. The destination scenario details list appears for you to make additional changes if you want.

  • The scenarios you select to merge do not change during the merge. You can continue to use them for your budget.

  • If a scenario already exists for the scenario ID and fiscal year you select for the destination scenario, that scenario is updated during the merge. If a scenario doesn't exist for your destination selections, a new one is created for the budget.

  • Restricted accounts in the web view do not appear in the destination scenario. However, accounts that are only restricted in the database view can appear in the destination scenario.

  • All attachments for the scenarios merge to the destination scenario.

  • Notes for the scenarios do not merge to the destination budget. This includes notes on scenario summary panels and row notes in scenario list details.