Upload 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
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 |