Revenues, Personnel and Nonpersonnel Screens

These optional-use screens are designed to allow easy access to a predefined subset of objects without navigating through the resource > major object category > object structure of the resource views.

These three screens share a similar layout and functionalities. The primary difference is the objects viewable on each screen:

Click on the expand and collapse icons to see more or less details throughout the page

Image of expand and collapse icons

 

Sections

The screen contains three sections, except for Personnel, which contains a fourth section.

      A.  Summary
      B.  Major Related Static Assumptions
      C.  Details
      D.  Pupil-to-Teacher Ratios (Informational Only), 'Personnel' only

Image of Personnel screen identifying the four above named sections

 

Summary

The Summary section contains a view of the object details summarized by predefined categories.

The view is designed to help verify that the details displayed on the screen are reasonable when combined into meaningful categories.

Image of Personnel summary section

 

Pupil-to-Teacher Ratios

(Personnel screen only)

The 'Pupil-to-Teacher Ratio' section is an optional area of the software that provides simple estimates for staffing and class sizes. This screen is informational only and does not automatically adjust the multiyear projection. Instead, use this screen to develop estimates and make staffing decisions. Then, enter salary and benefit changes in one of the following:

To use the Pupil-to-Teacher Ratios section, select a calculation option and enter the factors to estimate staffing and average class sizes by grade given projected changes to enrollment. Enrollment is carried over from the Students screen.

1. Base Year

The 'Base Year' option calculates the FTE required to maintain the base year average class size in the projected years. This option can be used to estimate the changes in staffing needed to maintain average class sizes given changing enrollment.

To use this option, enter the base year FTE. The system will calculate the base year average class size and then apply it to subsequent years to estimate FTE.

Image of sample calculation based on base year as described above

2. Staffing Ratios

The 'Staffing Ratios' option calculates the FTE required to meet a changing average class size in the projected years. This option can be used to estimate the changes in staffing needed to increase or decrease the average class size given changing enrollment.

To use this option, enter a target average class size 'Ratio' for each projected year. The system will calculate the equivalent FTE.

Image of sample calculation based on staffing ratio as described above

3. FTEs

The 'FTEs' option calculates the average class size resulting from changing FTE in the projected years. This option can be used to estimate the impact of increasing or decreasing staffing levels on average class size given changing enrollment.

To use this option, enter the FTE for each projected year. The system will calculate the equivalent average class size.

Image of sample calculation based on FTES as described above

 

The Major Related Static Assumptions section displays all major static assumptions related for the specified screen. For example, the Personnel screen contains all assumptions related to step, column, negotiations and benefit changes.

The view is designed to help verify major and update major assumptions that impact the specified category of objects.

Image of Personnel Major Related Static Assumptions section

Changing an assumption in this section functions the same as changing it on the Assumptions screen. The change will modify the assumption anywhere it is applied throughout the projection.

The refresh button will activate if the assumption values are different from the system-defined values. This may indicate that updated assumption information is available.

Image of refresh button active with update available and deactivated without update available

Assumption notes can be read and edited from this section of the screen. The notes button indicates whether a note exists or not.

Image of note button with and without a note

 

Details

The Details section displays a list of the resource-object combinations in the predefined subset of objects for the screen. It contains full functionality to review and update projections for each resource-object combination.

Image of Details section

 

1. Resource-Object Codes and Filters

This column displays the resource-object code combination. Use the position specific filter at the top for more controlled filtering by code.

The special total line at the top of the 'Details' section, 'Total of Filtered Resource Objects' provides a total of all records that match resource and object filters by fiscal year.

Image of 4-wildcard-wildcard-wildcard object filter and resulting filtered total

 

2. Resource-Object Row

This row displays the resource-object combination and projected budget values by year. Expanding and collapsing the row will show and hide the applied assumptions.

 

3. Applied Assumptions Rows

These rows display the assumptions applied to the resource-object row.

Assumptions are applied in top-down order. For more information, see assumption settings and calculation methodology.

 

4. Add a New Resource-Object Combination

Click the '+ Add New' button to add a new resource-object combination to the projection.

Image of the button to add an object

 

5. Add an Assumption Button

Click the '+fx' button to add an assumption to the resource-object combination.

Image of the button to add an assumption

 

6. Reorder Assumption Buttons

Click the up and down arrow buttons 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. Refresh Assumptions to Current System Default Button

Click this refresh button to reset assumptions to the current system default. This is most useful for 'State Rate' updates.

Image of refresh button active with update available and deactivated without update available

 

8. Delete Column

Use the 'x' button in the delete column to delete resource-object combinations or an applied assumption. The 'x' icon displays on the resource-object or assumption line to be deleted.

Image of delete button

 

9. Notes

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. Import Salary and Benefits Assumptions

(Personnel screen only)

In lieu of using generalized percentage assumptions to project salaries and benefits, detailed projections can be imported into the system using the 'Personnel Import' .csv template. The import file contains seven columns: Type, Resource, Object, Year 2, Year 3, Year 4 and Year 5.

Because the SACS multiyear projection report separately identifies three categories of adjustments, the import requires this detail in the 'Type' column:

The import can be created by a position control system capable of developing this information or can be manually entered into a spreadsheet from reports.

Image of sample three column charter alternative import file

Year 4 and Year 5 columns are only required if the projection is a four- or five-year projection. The example above is from a three-year projection.

Templates and Sample File

Comma delimited template (.csv)

Excel template (.xlsx). Note: must be saved as .csv

Sample comma delimited file with data