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Allocate Dashboard

Allocate Dashboard Overview:

The Allocate dashboard allows users to access high-level information about a school district’s allocation model. The following data is displayed on this page based on the organization’s setup in Allocate.

Section

Details

Organizations

The number of Organizations set up under the Configuration page. Refer to Organizations for more details.

Characteristics

The number of Characteristics set up under the Configuration page. Refer to Characteristics for more details.

Job Types

The number of Job Types set up under the Configuration page. Refer to Job Types for more details.

Sub-Enrollment Types

The number of Sub-Enrollment Types set up under the Configuration page. Refer to Sub Enrollment Types for more details.

Enrollment Projections

Displays Enrollment Projects set up under the Enrollment Projections page. Refer to Enrollment Projections for more details.

Formulas

Displays Formulas set up under the Formulas page. Refer to Display Formulas for more details.

Scenarios

Displays Scenarios set up under the Scenarios page. Refer to Scenarios for more details.


Create New Formula

From the Dashboard page, users can create a new formula by following the steps below.

  1. In Allocate, select Dashboard.

  2. Select Create New.

  3. Choose Create New Formula.

  4. In the form, enter the required information.

  5. Select Save.

Refer to Formulas for more details.

Create New Projection

From the Dashboard page, users can create a new Enrollment Projection by following the steps below.

  1. In Allocate, select Dashboard.

  2. Select Create New.

  3. Choose Create New Projection.

  4. In the form, enter the required information.

  5. Select Save.

Refer to Enrollment Projections for more details.

Create New Scenario

From the Dashboard page, users can create a new Scenario by following the steps below.

  1. In Allocate, select Dashboard.

  2. From the Dashboard, select Create New.

  3. Choose Create New Scenario.

  4. In the form, enter the required information.

  5. Select Save.

Refer to Scenarios for more details.

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