1. Academic Revenue & Enrolment Planning
Adaptive Insights
Academic Revenue & Enrolment Planning

2. Agenda Enrolment Planning Navigation Entering Enrolment Projections
Academic Revenue
Program Information
Entering Program Information
Getting your data

3. Enrolment Planning

4. Enrolment Planning - Revenue
Enrolment projections will now be entered in Adaptive Insights – replacing the EMS (Enrolment Management System)
Entering enrolment projections for Full Time Funded activity only
The same components are required – reg max, reg min, delivery mode, campus, category, etc
Domestic/International enrolments entered separately
Program activity information (start/end dates, etc) will be entered on a separate sheet
Projections entered under the Enrolment Planning Sheet will drive the Academic Revenue sheet

5. Navigation 1 Open the navigation menu Go to Sheets2 3
Open the navigation menu
Go to Sheets
Select Enrolment Planning

6. Enrolment Planning
Navigation

7. Enrolment Planning Navigation
Select the month of your semester (ie. Spring = May-2019, Fall = Sep-2019, Winter = Jan-2020
Enter the cost centre associated with the Program
All programs associated with the cost centre you entered will be listed
All campuses associated with the program you entered will be listed
All delivery modes associated with the program you entered will be listed
All categories associated with the program you entered will be listed
*** Each one of these needs to selected in order for you to be able to enter enrolment projections ***

8. Enrolment Planning
This view allows you to see your total School/Department enrolments. If you want to see just your Graduate Certificates, change Category to ‘4-Post Diploma’, etc
Because I have chosen as my ‘Time’ and Academic Services as my ‘Levels’, I see all enrolments for the budget year for Area 5

9. Enrolment Planning Entering Enrolment Projections
Grey cells – cannot be entered into
White cells – are open for data entry
Blue cells – are calculated subtotals

10. Enrolment Planning Entered on this sheet: Term Reg Min/Max
Entering Enrolment Projections
Entered on this sheet:
Term
Reg Min/Max
Domestic/International projections by Level
Blue numbers – are values you’ve entered.
If they are dark blue they are not saved – don’t forget to save
Once you’ve saved the sheet, the TOTAL enrolments will populate

11. Enrolment Planning IMPORTANT!!
Entering Enrolment Projections
IMPORTANT!!
Time: You must enter the enrolment under the correct ‘time’. If you enter Sep-2019, enrolments are to be entered under the Fall column only
Reg Max: Your total Level 1 enrolments cannot be greater than your Reg Max
Notes:
If you enter enrolments in the wrong corresponding time/semester they will not calculate revenue
If your total level 1 enrolments is greater than your reg max, no revenue will be calculated

12. Enrolment Planning
Entering Enrolment Projections
To enter Enrolment Projections for a different term you MUST change the ‘Time’ to that month and enter the enrolments under that column
ie. to enter Winter enrolments, change ‘time’ to Jan-2020
Tip: Use multiple windows!

13. Academic Revenue

14. Navigation 1 Open the navigation menu Go to Sheets2 3
Open the navigation menu
Go to Sheets
Select Academic Revenue

15. Enrolment Planning Sheet Academic Revenue Sheet
Tuition Fees
Incidental Fees
Coop Fees
Int’l Premium

16. Academic Revenue

17. Academic Revenue Navigation
Select the month of your semester (ie. Spring = May-2019, Fall = Sep-2019, Winter = Jan-2020
Enter the cost centre associated with the Program
All programs associated with the cost centre you entered will be listed
All campuses associated with the program you entered will be listed
All delivery modes associated with the program you entered will be listed
All categories associated with the program you entered will be listed
All achievement levels (AAL’s) associated with the program you entered will be listed
*** Each one of these needs to selected in order for you to be able to view your Academic Revenue ***

18. Academic Revenue
The only entries you can make on the Academic Revenue sheet are Adjustments.
If you are anticipating an increase to a tuition fee, incidental fee or co-op fee that has not yet been approved, you can enter it here as a lump sum

19. Academic Revenue Don’t see any revenue??
Check that you have used the correct ‘time’ for your semester
Check that you have used the corresponding term column for your semester (ie. Sep-2019 = Fall)
Check your Total Level 1 projection is not larger than your reg max

20. Program Information

21. All program and enrolment projection will now be entered in Adaptive Insights

22. Entering Program Activity Information
The Program Information Sheet is where we capture the program activity information.
By program level you will enter:
Start and End dates
Study Break dates
Weeks
Term
Campus Delivery Mode
Category
Number of Weeks
In the past you used multiple screens to enter this information – now it is on one sheet

23. Entering Program Activity Information
On the Menu Bar – select the cost centre of the program (far right)
You will get a blank screen – that’s ok!
To begin entering your program activity, you need to add a row
From here, start selecting your dates from the drop- down menu
Don’t forget to SAVE!

24. Getting Your Data

25. Getting Your Data 1 2 3

26. Getting Your Data 1 2 3

27. Getting Your Data Enrolment reports are in development – More to Come!1 2 3
Enrolment reports are in development – More to Come!

28. Additional Resources Expert Users: Cristy Montgomery (Academic)
Shawn Qu (Academic)
Denis Lefebvre (Academic)

29. Additional Resources
Future Drop-In Sessions (will be provided during the Q2 update and during the budget process – details will be provided in future communications)
Training documents:
Slide decks
Recordings of training sessions
Deloitte documents