Create Budget Scenario
Create Budget Dialog
Create Budget Dialog
Open the Scenario module in the Planning section.
Click Create in the top right corner.
Select Create Budget Scenario from the dropdown menu.
Fill in all required fields listed below in the Create Budget Scenario window.
Clicking Create will create a new, empty scenario.
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)