Organizations

Configure Organizations

The set of organizations is the full list of schools that are part of a district’s resource allocation model. Each unique school name in the district should be uploaded as part of the configuration process in Allocate.

Explanation of Fields

Create an Organization

1. In Allocate, select Configuration.

2. Select Organizations.

3. Select Create Organization.

4. Enter the Organization Code, Name, Budget and select Type (School,LEA, or Central Office).

5. Select Proceed to Review and Confirm.

6. Select Confirm and Save.

When creating an Organization, the Organization will need to be linked to a Budget. A list of Budgets in Manage will populate in the provided form.

Create New Budget from Organization

1. In Allocate, select Configuration.

2. Select Organizations.

3. Select Create Organization.

4. Select Create New Budget from Organization.

5. Select Proceed to Review and Confirm.

6. Select Confirm and Save.

Once a Budget is saved in Allocate, it will be available in Manage. The Budget will need to be configured with the appropriate permissions and scopes in Manage. See Manage buckets for more infomration.

Create Organizations in bulk

1. In Allocate, select Configuration.

2. Select Organizations.

3. Select Upload Organizations.

4. Select Download CSV Template.

5. Customize and save your template

6. Upload your file.

7. Review the import message to ensure the number of records imported.

Edit organizations

1. In Allocate, select Configuration.

2. Select Organizations.

3. Choose the pencil icon for the selected organization.

4. Edit the information.

5. Select Proceed to Review and Confirm.

6. Review the information and select Confirm and Save.

Delete organizations

1. In Allocate, select Configuration.

2. Select Organizations.

3. Choose the trash can icon for the selected organization.

4. Select OK.