Edit Scenario

1. To edit a scenario, access and open the scenario from the list of budgets. On the action bar, select Edit to make your changes. For more information about the list, see Scenarios.

   Note: Security in the web view leverages existing security settings from your database view. For more information, see Budgets.

2. As you edit a scenario, make sure to review these tips to optimize your experience when making changes.

   • To insert a new row at the top of the list, select Add.

   • Use the arrow keys on your keyboard to move right, left, up, and down in the list. You can also tab through it.

   • Your sort order, columns to display, and filter options for the scenario details list is retained when you edit a scenario. However, if your scenario details list is grouped by account, project, or grant, that isn't retained. You cannot group a scenario when editing it.

   • To minimize the data you view when editing, select Filter on the action bar. For more information, see Scenario Filters.

   • To enter a note for a row, select Note (this appears when you hover over the row's column). In the field that appears, enter your note. When you're done, select Save and then select Close.

     Enter a note to track unique information about the row's data. For example, you can add a note to inform other users why an amount changed or to specify that an amount excludes an unforeseen expense.

   • When an issue occurs in a row, the cell causing the issue highlights and an error message appears when you hover over it. The message provides details about the issue so you can resolve it. For example, when the message "The total amount distributed must equal the total amount budgeted" appears, adjust your distributed amounts so they equal the total budget amount.

     Note: If you have multiple issues, Previous and Next appear on the error message. Select either option to navigate and resolve each issue.

   • To quickly distribute the total amount across period columns in a row, in the Total budget column, select Distribute. A menu appears for you to select to distribute the total evenly, by percent, or apply a specific distribution defined by your organization.

     Tip: The budget distribution sets that appear when you select Apply budget distribution are created in the database view. These provide a custom template for you to enter budget percentages for each period. If the one you need doesn't exist, add it in the database view.

     To distribute the total amount for multiple rows at the same time, select the checkbox for each row, and select Distribute at the end of the list. A menu appears for you to select to distribute each total amount evenly, by percent, or apply a specific distribution defined by your organization.

   • To delete multiple rows at the same time, select the checkbox for each row, and select Delete rows at the end of the list. The rows remove from the list after you confirm you want to delete them.

   • To clear amounts for multiple rows at the same time, select the checkbox for each row, and select Clear amounts at the end of the list. The rows remain in the list, but display 0 amounts.

3. To save your changes, select Save. To save your changes and return to the scenario details list, select Save and close.

1. To load accounts to an existing scenario, access and open the scenario from the list of budgets. On the action bar, select Edit.

   Note: Security in the web view leverages existing security settings from your database view. For more information, see Budgets.

2. On the action bar, select Load accounts and choose accounts based on one or more filters.

3. To add the selected accounts to your scenario, select Load. To discard and return to the scenario details list, select Cancel.

If you need to change scenario selections and amounts for a finalized scenario, make an adjustment to track your changes. For example, you should adjust a finalized scenario when an unforeseen circumstance arises that impacts budget assumptions.

• To adjust a finalized scenario, access and open the scenario from the list of budgets. On the action bar, select Edit to make your changes. Enter a reason for the budget adjustment and select Continue. You can now adjust scenario details in the list.

  Note: You cannot adjust a finalized scenario that is inactive.

• To view all adjustments for a scenario without leaving the scenario details list, select Adjustments on the summary panel. A quick view of the adjustments opens on the right side of the screen. To view details for one of the adjustments, select its adjustment amount.

  Tip: By default, the data in an adjustments list uses the same font size and row spacing as the scenario list details. To change the font size and row space for the adjustments list, toggle Compact view and Standard view on the action bar.