Budgeting Scenario

Budgeting Scenario

With at least one Cost Model built and your Asset Class service durations set, you can create a Budget Scenario — a pro forma budget that applies whatever assumptions you choose.

Building a New Scenario

When you create a scenario, the only required field is the Name. You can restrict which Sites and Asset Classes are included. Configure the scenario, then save the core budget details. The Core Budget reflects the entire budget for the scenario’s root site.

Adding Budget Centers

Budget Centers let you slice and dice the budget. For example, building a district-wide scenario rooted at your top site, you might add three Budget Centers — High School, Middle School, and Elementary. When you run the scenario, you see each center’s slice of the overall budget, plus the remainder that makes up the rest.

Common Questions

What’s required to create a scenario?
Just a name — though you’ll want at least one Cost Model and your service durations set first.

What are Budget Centers for?
Slicing a budget into parts (for example by campus) to see how each contributes.

Can I limit a scenario to certain sites or classes?
Yes — restrict the included Sites and Asset Classes when building it.