Historical Data
Allocate Historical Data Page Overview
Historical Data defines data related to Organizations for previous fiscal years and can be uploaded during the configuration process. Scenarios use Historical Data for comparison.
Explanation of Historical Data Fields
Field Name | Description | Format | Example |
|---|---|---|---|
Code | The unique code associated with the Organization. | Characters | 910 |
Fiscal Year | The Fiscal Year this data refers to. | Number | 2023 |
Total Amount | Total Allocated Dollar Amount for this Organization for the Fiscal Year | Number | 1234.56 |
Allocated FTEs | Final Number of Allocated FTEs for this Fiscal Year. If this does not apply, enter 0. | Number | 12.34 |
Total Enrollment | Final Student Enrollment Count for this Fiscal Year. | Number | 12.34 |
All fields in the provided template are required in the upload.
Upload Historical Data
In Allocate, select Configuration.
Choose Historical Data.
Select Upload Historical Data.
Select Download CSV Template.
Customize and save your template.
Upload your file.
Select Upload.
Map the fields in your file.
Select Review and Confirm.
Select Confirm and Save.
Delete Historical Data
In Allocate, select Configuration.
Select Historical Data.
Choose the row that you would like to delete.
Select the trash can icon.
Select Delete to remove the Historical Data.