Buckets

Buckets Overview (Manage)

Buckets are collections of accounts grouped according to rules and filters. Buckets can be based on Expenditures, Revenue, or a combination of Revenue and Expenditure Accounts. You must choose one when creating the bucket.

Create Buckets

In Manage, select Configuration.
Select Buckets.
Select Create Buckets.
Fill out the required fields in the form.
Select Proceed to Scopes and Roles.
Select +Add Scopes to determine what accounts are available in the Bucket.
Select Proceed to Review.
Select Confirm and Save.

Options for scopes (Bucket Rules)

When creating a scope for a bucket, users can create flexible rules ti display financial data to Manage users. In the setup, the following options are available Field, Operator, and Value.

Field	Operator	Value
Account Code (Account Code)	is, is not, between, not between, starts with, ends with, does not start with, does not end with, matches, does not match.	Custom value
Funds (Segment)	is, is not, between, not between, starts with, ends with, does not start with, does not end with, matches, does not match.	Custom value
Locations (Segment)	is, is not, between, not between, starts with, ends with, does not start with, does not end with, matches, does not match.	Custom value
Objects (Segment)	is, is not, between, not between, starts with, ends with, does not start with, does not end with, matches, does not match.	Custom value
Functions (Segment)	is, is not, between, not between, starts with, ends with, does not start with, does not end with, matches, does not match.	Custom value

Create Frequently Asked Questions

The district defines Frequently Asked Questions (FAQs) that are associated with each Bucket. Up to four optional questions and answers can be configured for each Bucket. Use the following steps to create FAQS:

In Manage, select Configuration.
Select Buckets.
Choose a bucket and select the pencil icon.
Select + Add FAQ.
Select Proceed to Scopes and Roles.
Select Proceed to Review.
Select Confirm and Save.

FAQs will appear in the View Details section of each Bucket. More details can be found here.

Edit a bucket

As a district administrator, you have access to a section called 'Configuration' where you are able to adjust Manage's settings.

Select Configuration.
Select Buckets.
Choose the desired bucket.
Select the pencil icon.
Make your edits.
Select Proceed to Scopes and Roles.
Make your edits.
Select Proceed to review.
Select Save.

Delete a bucket

As a district administrator, you have access to a section called 'Configuration' where you are able to adjust Manage's settings.

Select Configuration.
Select Buckets.
Choose the desired bucket.
Select the trash icon.
Select OK to remove the bucket.

Upload Buckets

In Manage, select Configuration.
Select Buckets.
Select Upload Buckets.
Select Download as CSV.
Modify your template and select Upload.
Select Review and Confirm.
Select Confirm and Save.

Explanation of Fields- Buckets in Manage

Field Name	Description	Format	Example
Name Required	The name of the Bucket. Must be unique with personnel/non-personnel	Characters	Title 1
Code Required	A unique identifier for this Bucket	Characters	123abc
Type Required	Indicate if the bucket is for expenditure, revenue, or expenditure and revenue	Characters	expenditure
Description	Brief 100 character description of the bucket's purpose	Characters	Funds provided from the Federal Government for low-income students
Segment Type	A segment type from your chart of accounts that you wish to scope the bucket to	Characters	fund/object/program/function/etc.
Operator	How you want to match account codes within the given segment type	Characters	equals/not equals/range includes/range does not include/starts with/does not start with
Segment Code	The code(s) you want to match against. For ranges use `-` in between the codes.	Characters	fund equals 10029, object range includes 1-999, function starts with 70
Roles	The names of Roles you want to see this bucket. Comma separated	Characters	Principal,Bookkeeper,Superintendent,Department Head
Rollup Widget Template	The Rollup Widget Template you wish to use to rollup accounts	Characters	Central Office Account Summary
Question 1	Frequently asked question #1 relevant to this bucket. Must be in quotes with a limit of 150 characters.	Characters	"What important things should I look for?"
Answer 1	The answer or response to frequently asked question #1. Must be in quotes with a limit of 1500 characters.	Characters	"An answer to a frequently asked question."
Question 2	Frequently asked question #2 relevant to this bucket. Must be in quotes with a limit of 150 characters.	Characters	"What important things should I look for?"
Answer 2	The answer or response to frequently asked question #2. Must be in quotes with a limit of 1500 characters.	Characters	"An answer to a frequently asked question."
Question 3	Frequently asked question #3 relevant to this bucket. Must be in quotes with a limit of 150 characters.	Characters	"What important things should I look for?"
Answer 3	The answer or response to frequently asked question #3. Must be in quotes with a limit of 1500 characters.	Characters	"An answer to a frequently asked question."
Question 4	Frequently asked question #4 relevant to this bucket. Must be in quotes with a limit of 150 characters.	Characters	"What important things should I look for?"
Answer 4	The answer or response to frequently asked question #4. Must be in quotes with a limit of 1500 characters.	Characters	"An answer to a frequently asked question."