Create Budget Scenario

Create Budget Dialog

  1. Open the Scenario module in the Planning section.

  2. Select Create Budget Scenario from the dropdown menu.

  3. Fill in all required fields listed below in the Create Budget Scenario window.

  4. Clicking Create will create a new, empty scenario.

Required fields

Field

Description

Scenario Name

Unique Scenario Name

Budget Year

Defaults to current year

On clicking Create, a budget scenario will have the naming format Budget Year Scenario Name (e.g. 2021 Incoming Bookings)