Resources Summary and Resources Views

The 'Resources Summary' and 'Resources' screens are designed to provide the same view whether reviewing unrestricted, restricted or combined data or individual resources. Projection updates must be made at the individual resource level, but the results can be viewed in a summary.

Image of the resources view with numbered items

1. Resource or Summary Title

After selecting a resource or resource summary to view from the sidebar, the title will display in the top left corner.


2. Show Historical Checkbox

By default, the historical column is not displayed as part of a projection. To turn on the historical column, check the box. The data for this column comes from the LEA Data, Unaudited Actuals screen.

After importing a historical year, create a projection and use this column to confirm that the historical year imported correctly.


3. Refresh Historical Icon

Once the projection is created, the data in the 'Historical' column is static unless updated. When the refresh icon is enabled, the historical data has been updated. This permits the projection to be retained as a snapshot in time even if the LEA or system defined rates are updated in the future.

Image of refresh icon enabled and disabled


4. Description Column

The description column displays the titles of the major categories, objects and assumptions. Objects are displayed beneath categories. Assumptions are displayed beneath objects.


5. Object Code Column

This column displays the object or object range described in the 'Description' column.


6. Functions Column

This column contains the functions that apply to major categories, objects and assumptions. Functions are only available in 'Resources' view.

Add an Object

Click the '+' icon to add an object to a major category.

Image of the button to add an object

Add an Assumption

Click the '+fx' icon to add an assumption to an object.

Image of the button to add an assumption

Delete an Assumption or Object

Use the 'x' icon to delete an assumption or object. The 'x' icon displays on the assumption or object line to be deleted.

Image of delete button

Reorder Assumptions

Click the up and down arrow icons to reorder an assumption up or down. For more information on the relevance of ordering assumptions, please see Example 2 and Example 3 in Calculation Methodology.

Image of up arrow and down arrow buttons to reorder assumptions


7. Base Year Column

The foundation of the multiyear projection calculation is the base year. While the base year may be manually entered here, it is recommended that it be imported. For more information on importing the base year, see Establish the Base Year.

When creating a new projection, use this column to confirm that the base year imported correctly.


8. Adjustment Column

The 'Adjustment Column' is a column that separately identifies adjustments to be made to the base year budget. This column is optional, but can be useful to:

For projection purposes, the column is treated as an extension of the base year. To project a future fiscal year, see calculation methodology.


9. Notes Column

Notes can be added to the resource-object combination or the assumption. The notes are also displayed on the 'Resources' screen. The notes button indicates whether a note exists or not.

Image of note button with and without a note


10. Major Category Row

The major categories align to either the SACS reports or charter alternative format. This row contains the major category title, code range and total projected budget value for each year.

To display or hide object details, click the expand and collapse icons. When the icon points to the right, the section is collapsed. And when the icon points down, the section is expanded.

Image of expand and collapse icons


11. Object Row

Objects are grouped by their SACS reference code to the major categories. This row contains the object title, code, and projected budget value for each fiscal year.

To display or hide more details, click the expand and collapse icons. When the icon points to the right, the section is collapsed. And when the icon points down, the section is expanded.

Image of expand and collapse icons


12. Assumption Row

Assumptions are applied to objects' base values to project future activity. The assumption row contains the title of the assumption and the rates or values of the assumption.


13. Adjustments View Feature Toggle

This toggle provides an alternative view of the activity within the resource. The 'Standard View' displays the assumption percentage rates and ending projected object and major category values. The 'Adjustments View' converts the assumption percentage rates into calculated dollars. It also modifies the object and major category totals to display the change in dollars.

For example, the 'Adjustments View' for the scenario displayed at the top of this page would be calculated as follows:

Description Year 2 Year 3
1. Prior year value $792,337 $816,107.11
2. Retrieve the rate 3.0000% 2.8000%
2. Calculate the impact $792,337 x 3.0000% = $23,770.11 $816,107.11 x 2.8000% = $22,851.00
3. Determine the adjustment value $23,770.11 $22,851.00

Screenshot of Resources view in Adjustments View


14. Export Button

This button initiates an export of the displayed data into Excel. For more information, see Export Overview for more information.


15. Expire Resource Feature Button

The underlying model of a multiyear projection is that what occurs in the base year will continue to occur in future years. However, occasionally resources expire. The 'Expire Resource' feature simplifies the process of expiring all activity, revenues and expenditures, in a resource.

To use this feature:

  1. Navigate to the resource to be expired
  2. Add any assumptions to project activities in fiscal years prior to the expiration year
  3. Click the 'Expire Resource' button in the top right corner of the screen
  4. Pick which projected year the resource will be expired in. This is the year that all values will be converted to $0.00
  5. Click 'Yes' to select the year
  6. Click 'Yes' to confirm

The system will remove all existing assumptions and apply the 'Expiring Activity' assumption to all objects in the resource.

Before 'Expire Resource' applied: Image showing assumption activity in a resource prior to 'Expire Resource'


After 'Expire Resource' applied to Year 3: Image showing 'Expire Resource' assumption applied