Enrollment Projections

Update Enrollment Projections

1. In Allocate, select Enrollment Projections.

2. Select +New Projection.

3. Give the projection a unique name.

4. Select Save.

Select the eye icon to get enrollment and characteristic data entered for the new projection.

Projections auto-populate schools, school characteristic types, and student-characteristic groups from the configuration to prevent you from re-entering these details each time you update enrollment numbers.

Upload Enrollment Projections

1. In Allocate, select Enrollment Projections.

2. Select a New Projection.

3. Select Download CSV Template.

4. Populate the file with the respective enrollment counts and school-characteristic flags.

5. Upload CSV

6. Map the fields in the CSV to the respective school and student characteristics.

7. Confirm the upload

Modify Organization Enrollment Projections

1. In Allocate, select Enrollment Projections.

2. Navigate to the enrollment project and select the eye icon to access all organizations.

3. Select the pencil icon to modify the Organization.

4. Select Save.

If a user updates an enrollment projection already tied to a scenario, that scenario’s data will automatically update to reflect the change. The numbers you replaced will not be saved anywhere. If you wish to compare or reference the old enrollment numbers in the future, create a new projection and then update the scenario.

Map all fields. Otherwise, you cannot advance to the next step and build your formula.

Edit Enrollment Projection

1. In Allocate, select Enrollment Projections.

2. Select the eye icon.

3. Modify the projection.

4. Select Save.

Delete Enrollment Projection

1. In Allocate, select Enrollment Projections.

2. Select the trash can icon.

3. Select OK.