Strategies
Strategies Overview (Manage)
Use Strategies to help achieve your budget planning Priorities. Each transaction can be assigned multiple strategies to help track spending patterns and priorities over the fiscal year. Strategies inherit types from the Priorities they are assigned to. If a Strategy has been assigned to a Priority with the type “Any”, then that Strategy can be assigned to a school, central office, or any type
Create a Strategy
From Manage, select Configuration.
Select Strategies.
Select Create Strategy.
Enter your data in the provided form.
Types must be Central Office, School-based Budget, or LEA Budget.
A priority must also be selected to create a strategy
Select Proceed to Review.
Select Save and Confirm.
Upload Strategies
From Manage, select Configuration.
Select Strategies.
Select Upload Strategies.
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 Strategies
From Manage, select Configuration.
Select Strategies.
Choose a strategy and select the pencil icon.
Edit the strategy as necessary.
Select Confirm and Save.
Delete Strategies
From Manage, select Configuration.
Select Strategies.
Choose a strategy and select the trash can icon.
Select OK.
Assign Strategies
From Manage, select Configuration.
Select All Transactions.
Select a transaction.
Select Assign Strategies.
From the menu, choose the strategies.
Select Apply Changes.
Modify Transaction Strategies
Once a strategy is applied to a transaction, administrators can modify the associated strategies. To modify the strategies, follow the steps belwo:
Select All Transactions.
Select a transaction.
Navigate to the ellipsis.
Select Edit Strategies.
From the menu, modify the strategies.
Select Apply Changes.
Explanation of Fields
Field Name | Description | Format | Example |
|---|---|---|---|
Code | This is a unique code for your strategy. The system will fill this in for new entries, and you can fill it in if you’d like to update an existing entry. | Characters | xxxxx1 |
Name Required | The name of the Strategy | Characters | Healthy School Lunches |
Type Required | Type of Strategy | Characters | Central office or school must match priority type, or any |
Priority Name Required | Name of a Priority to associate this Strategy with | Characters | Well Rounded Education |
Description | Description of Strategy | Characters | Additional optional descriptive text for Strategy |