Checklist for Editors: Personnel Budgeting - Budget with Scenarios

Before You Begin...

Explore the Process

4 Steps to Budgeting with Scenarios

Step 1: Create a Baseline Scenario

After all your hard work setting up the Data Model Manager and Positions, it is time to budget! Creating a Scenario is your first step. We recommend creating one Scenario without any changes to save as a Baseline. 

Resources: 

• Create Scenarios
• Customize the Scenario Table

Step 2: Model Changes to Your Personnel Budget

Within Personnel Budgeting Scenarios you can account for cost of living or merit increases in Wages, monetary changes to Additional Pay or Benefits, and the cost of  unfilled Vacancies.

Resources:

• Modify a Scenario
• Model Personnel Changes in Scenarios

Step 3: Create Additional Scenarios and Compare

You can Clone a Scenario or Create a New Scenario to model out different budgets. Within the Scenario's tab, you can compare your Scenarios against each other. 

Resources: 

• Clone a Scenario
• Create Scenarios
• Compare Scenarios

Step 4: Use the Scenario Data

Using data from a Scenario, visualize your Personnel Budget on the Dashboard and export your budget through Reports. Import your Personnel Budget into your Operational Budget.

Resources: 

• Navigate the Dashboard
• Navigate the Report Builder
• Operational Budgeting - Importing a Personnel Budget 
• Import a Biennial Personnel Budget into Operational Budgeting

Need Additional Resources? 

Feel free to search our Support Center or review resources on this specific module: Personnel Budgeting