Use Priorities to define goals for your budget planning. Priorities can be set as eligible for schools, central offices, or any budget type. Once a priority is created, it can be linked to a Strategy. Strategies can also be set as valid for schools, the central office, or any budget type.
With your Priorities and Strategies added, Administrators can go to their 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!
Priorities can also be associated with Expenses in the Future section of the application via Budget Proposal.
Create a Priority via UI
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Select Configuration.
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Select Priorities.
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Select Create Priority.
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Enter your data in the provided form.
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Types must be Central Office, School-based Budget, or Any.
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Select Save and Confirm.
Upload Priorities
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Select Configuration.
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Select Priorities.
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Select Upload Priorities.
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Select Download CSV Template.
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Fill out the template and select Upload.
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Map fields as necessary and select Review and Confirm to continue.
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Select Confirm and Save.
Edit a Priority
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Select Configuration.
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Select Priorities.
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Choose a priority and select the three dot icon icon.
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Select Edit Priority.
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Modify the priority as necessary.
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Select Confirm and Save.
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 |