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Access Education Budgets - July 2025 release notes

Review the new features in Access Education Budgets released in July 2025, including configurable RAG benchmarking thresholds, multi-year resource planning, and improved cost reporting.

Written by Cristina Gruita

What's new

Key features

  • Access Education ICFP: Fully configurable RAG benchmarking thresholds for metrics, with red, amber, and green indicators reflected in data grids on the Overview page.

  • Access Education ICFP: Multiple budget year selection on Resource Requirements and Staff Load within a Resource Plan, enabling changes across a 5-year period.

  • Access Education ICFP: Total Calculated Costs Report is now available within the Resource Plan as well as Central Budgets.


Access Education ICFP – Benchmarking Thresholds

Various metrics calculated by Access Education ICFP can be benchmarked according to fully configurable thresholds, with red, amber, and green (RAG) indicators reflected in data grids on the Overview page.

Benchmarking thresholds can be set up in the Planning Setup area in Access Education ICFP.

  1. Click the Planning Setup item in the navigation menu.

  2. Select the Benchmarking Thresholds option on the Planning Setup page.

The Benchmarking Thresholds page displays a grid with the metrics that can have thresholds applied to them, and columns for the Lower and Upper bounds of the Red, Amber, and Green ranges.

📌Note: By default, all thresholds are set to zero.

To edit the thresholds for a metric, click the Edit icon on the right side of the row. A window is displayed allowing the values to be edited.

The values entered for Lower and Upper thresholds are applied to the metrics in data views in Access Education ICFP as follows:

Metric Value

Condition

RAG Rating

Less than the Lower Red threshold

< Lower Red

Red

Greater than the Lower Red threshold and less than or equal to the Lower Amber threshold

> Lower Red AND <= Lower Amber

Red

Greater than the Lower Amber threshold and less than or equal to the Lower Green threshold

> Lower Amber AND <= Lower Green

Amber

Greater than the Lower Green threshold and less than or equal to the Upper Green threshold

> Lower Green AND <= Upper Green

Green

Greater than the Upper Green threshold and less than or equal to the Upper Amber threshold

> Upper Green AND <= Upper Amber

Amber

Greater than the Upper Amber threshold and less than or equal to the Upper Red threshold

> Upper Amber AND <= Upper Red

Red

Greater than the Upper Red threshold

> Upper Red

Red

Values in views in Access Education ICFP are highlighted accordingly.

Values are also highlighted when views are exported.


Access Education ICFP – Multiple Budget Years on Resource Plan

Years can be selected on Resource Requirements and Staff Load within a Resource Plan to enable changes to be made over a 5-year period.

📌Note: Any changes made in future years only affects that year and the years after and does not affect previous years.


Access Education ICFP – Total Calculated Costs Report

The Total Calculated Cost report is now available within the Resource Plan as well as within Central Budgets.

The report shows all Contact and Non Contact Codes within that Resource Plan over the 5-year period.


How this version will be made available

These enhancements were released to customers throughout July 2025.

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