Formulas Page
Formulas Page Overview:
Formulas are a combination of rules and when combined with Enrollment Projections, Formulas model Scenarios in Allocate. On the Formulas page, users can configure new Formulas and access previously configured formulas in Allocate.
Create a new formula
In Allocate, select Formulas.
Select + New Formula.
Enter the data into the form provided.
Select Save.
Once your formula is created, you will need to define the rules for the formula.
Formula Rules
Rule Name | Details |
|---|---|
Gross Dollar Allocation | Allocates a total dollar amount to all selected organizations |
Proportional Allocation | Allocates a total dollar amount proportionally across a sub-enrollment to all seleced organizations |
Per-Pupil Dollar Allocation | Allocates a dollar amount to all selected organizations, per-total pupils enrolled |
Subgroup Per-Pupil Dollar Allocation | Allocates a dollar amount to all selected organizations, per-subgroup-eligible pupils enrolled |
Job Type Based Dollar Allocation | Allocates a dollar amount to all selected organizations, per selected types of employee |
Staffing Allocation | Allocates a selected quantity of FTEs to all selected organizations |
Ratio-Based Staffing Allocation | Allocates FTEs per number of students to all selected organizations |
Subgroup Ratio-Based Staffing Allocation | Allocates FTEs per number of sub-group-eligible students to all selected organizations |
Job Type Based Staffing Allocation | Allocates FTEs per number of employees of selected types to all selected organizations |
Manual Dollar Adjustment | Allocates or takes away a dollar amount from specific organization(s) |
Manual Staffing Adjustment | Allocates a specific quantity of FTEs of a single Job Type to one or more selected organizations |
Budget-Based Dollar Allocation | Allocates a dollar amount to all selected organizations, based on prior year budgets |
Create a Formula Rule
In Allocate, select Formulas.
Navigate to the desired rule and select the eye icon.
For New Rules, + New Formula will bring you to this step.
Select + New Rule.
From the menu, select the desired rule type.
Enter the data in the provided form.
Select Save.
Manual Dollar Adjustment and Manual Staffing Adjustment can be configured in the form step, or they can be uploaded.
Upload Manual Dollar Adjustment
In Allocate, select Formulas.
Navigate to the desired rule and select the eye icon.
For New Rules, + New Formula will bring you to this step.
Select Upload Manual Dollar Adjustment.
Select Download CSV Template.
Enter the data in the template.
Drag your file and select Upload.
Map your fields.
Select Review and Confirm.
Select Save.
Explanation of Fields- Manual Dollar Adjustment
Field Name | Description | Format | Example |
|---|---|---|---|
Name* | The name of the rule which will be visible to end-users in their funding summary | Characters | Supplies Allotment |
Code | To update an existing rule fill in the rule code of that record. To create a new rule, leave the rule code blank. If we cannot match the rule code, we will skip that row. | Characters | 120DCD |
Sort Order | Add a Sort Order to Manual Dollar Adjustments you want to automatically pull to the top of your list | Numeric | 4 |
Type* | The type of amount for the rule. Flat or Foundation Ratio | Characters | Flat or Ratio |
Amount* | The total amount, or foundation ratio, for money which should be awarded to the organizations added to this rule | Decimal | 1000.39 |
Organization Code(s)* | The code(s) for the organization(s) which should be awarded this Manual Dollar Adjustment. | Characters | 123, 030, 1D9 |
Allocation* | The exact name of an allocation already in Allovue's system. | Characters | General Fund - Discretionary |
Required fields are denoted with *
Upload Manual Staffing Adjustment
In Allocate, select Formulas.
Navigate to the desired rule and select the eye icon.
For New Rules, + New Formula will bring you to this step.
Select Upload Manual Staffing Adjustment.
Select Download CSV Template.
Enter the data in the template.
Drag your file and select Upload.
Map your fields.
Select Review and Confirm.
Select Save.
Explanation of Fields- Manual Staffing Adjustment
Field Name | Description | Format | Example |
|---|---|---|---|
Name* | The name of this Manual Staffing Adjustment rule | Characters | 2nd Grade Teachers |
Code | To update an existing rule fill in the rule code of that record. To create a new rule, leave the rule code blank. If we cannot match the rule code, we will skip that row. | Characters | 120DCD |
Sort Order | Add a Sort Order to Manual Staffing Adjustments you want to automatically pull to the top of your list | Numeric | 4 |
Job Type Code* | The exact Job Type Code for a job already in Allovue's system. | Characters | 192D3 |
FTE* | The number of FTE which should be allotted of this Job Type | Decimal | 1.5 |
Organization Code(s)* | The code(s) for the organization(s) which should be awarded this Manual Staffing Adjustment. | Characters | 123, 030, 1D9 |
Allocation* | The exact name of an allocation already in Allovue's system. | Characters | General Fund - Discretionary |
Access a formula
In Allocate, select Formulas.
Navigate to the desired formula and select the eye icon.
In each formula, you will be able to edit or delete rules associated with the formula.
Duplicate a formula
In Allocate, select Formulas.
Navigate to the desired formula and select the copy icon.
If desired, you may modify the formula.
Select Duplicate.
Enter the data into the form provided.
Select Save.
Delete a formula
In Allocate, select Formulas.
Navigate to the desired formula and select the trash can icon.
Select OK.
Edit Formula Rules
In Allocate, select Formulas.
Navigate to the desired formula and select the eye icon.
Navigate to the desired rule and select the pencil icon.
Modify the fields provided in the form.
Select Save.
Delete Formula Rules
In Allocate, select Formulas.
Navigate to the desired formula and select the trash can icon.
Select OK.