Budget Explorer: Creating a New Projection

Log into Budget Explorer.

To create a projection with a SACS file or other equivalent export file from a financial system:

  1. Click the Add Projection button.
  2. Click the Browse button then double-click the desired SACS data file.
  3. Enter a description for the selected SACS data file (e.g. 2010-11 SACS Data).
  4. Click the Next link, then click Next again, then click Next a third time.
  5. Enter a title for the projection into the Projection title field.
  6. Click Next again. Please be patient at this point, as several minutes may elapse while your projection is being created.
  7. Click the Finish button.

To create a projection without a SACS file or other equivalent export file from a financial system:

  1. Click the Create Blank Projection button.
  2. Select the LEA from the drop down list.
  3. Select the budget reporting period from the Budget Type drop down list. (e.g. First interim – Projected totals).
  4. Select the Base Year from the drop down list. (e.g. 2014-2015)
  5. Click Next, then click Next again.
  6. Select the number of years to project. (e.g. 2 for a standard multi-year projection -or- 4 for a standard charter proposal multi-year projection)
  7. Enter a title for the projection into the Projection title field.
  8. Click the Next button to create a blank projection. Note that base year data must be manually entered in a blank projection.

Budget Explorer will display your new projection. Click Projection List in the upper-right corner of the screen when you are ready to return to the Projection List screen. You should see your new projection listed upon returning to the Projection List screen.

Click the Exit button in the upper-right corner of the screen when you are ready to leave Budget Explorer.