This article explains why an upgraded scenario may not match the previous year exactly and which settings and balances are not fully transferred during the upgrade process.
⚠️Important: When you upgrade a scenario, some sections are not transferred into the new budget year. If figures look different or incorrect after the upgrade, you must review and repopulate those areas before using the scenario.
Why an Upgraded Scenario Can Look Different
When you upgrade a scenario into a new budget year, not all data moves across in the same way.
The following areas are not transferred in the upgrade:
Brought forward balances.
Pay-related factors.
Apprenticeship levy settings.
Some account codes linked to GAG Income and Section 251 Income.
Because these items are not fully carried forward, totals and calculated values in the new budget year can look different from the original scenario.
Complete the Scenario Upgrade
To complete the upgrade properly:
Open the upgraded scenario in the new budget year.
Review all sections that are not transferred:
Brought forward balances
Pay Related Factors
Apprenticeship Levy settings
GAG Income and Section 251 Income account codes
Repopulate or reapply the required data in each of these areas.
Recheck totals, staffing costs, and income values once all updates are complete.
Once these sections have been reviewed and repopulated, the upgraded scenario should reflect the expected figures for the new budget year.
Video Resources
To help you upgrade your scenarios, watch our webinar recording at any time for further support.