Priorities
Priorities and Strategies Overview (Manage)
Use Priorities to define goals for your budget planning. Priorities can be set as eligible for schools, central offices, or any budget types. Once a priority is created, it can be linked to a Strategy. Strategies can also be set as valid for schools, central office, or any budget type.
With your Priorities and Strategies added, Manage Administrators can go to the new All Transactions page to assign Strategies. Open the overflow menu, which looks like an ellipsis, next to any transactions and a menu will appear with the ability to assign strategies to the chosen transaction!
The export on the All Transaction page will only export transactions that have been assigned a Strategy.
Create a priority
From Manage, select Configuration.
Select Priorities.
Select Create Priority.
Enter your data in the provided form.
Types must be Central Office, School-based Budget, or Any.
Select Save and Confirm.
Upload Priorities
From Manage, select Configuration.
Select Priorities.
Select Upload Priorities.
Select Download CSV Template.
Fill out the template and select Upload.
Map fields as necessary and select Review and Confirm to continue.
Select Confirm and Save.
Edit a Priority
From Manage, select Configuration.
Select Priorities.
Choose a priority and select the pencil icon.
Modify the priority as necessary.
Select Confirm and Save.
Delete a Priority
From Manage, select Configuration.
Select Priorities.
Choose a priority and select the trash can icon.
Select OK.
Deleting a priority will also remove any associated strategies.
Explanation of Fields
Field Name | Description | Format | Example |
|---|---|---|---|
Name Required | The name of the Priority | Characters | Well Rounded Education |
Type Required | Type of Priority | Characters | central_office, school, or any |
Description | Description of Priority | Characters | Additional optional descriptive text for Priority |