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Liaison

Navigating the Dashboard

This page applies to the CSU Transfer Planner Community College Portal.

After logging in to your CSU Transfer Planner account, you land on the Dashboard, which includes an overview of your students, their statuses, and access to CSU Transfer Planner's various tools. All reports on the Dashboard are interactive, so you can quickly filter your students by clicking on the data within each report.

You'll have access to a default Dashboard, which includes these reports:

  • A2/B4 Complete: this report indicates how many students have completed their A2 and B4 requirements.
  • Golden 4 Complete: this report indicates how many students have completed the Golden 4 requirements.
  • Total Transferable Units: for students who have entered in progress, planned, and completed transferable units in the Student Portal, this report shows their total transferable units within 5-unit ranges.
  • Transferable GPA: this report shows a student's transferable GPA (calculated using in progress, planned, and completed coursework) within 1.0, 2.0, 3.0, and 4.0 ranges.
  • TSP Eligibility: this report indicates if a student is eligible for Transfer Success Pathway (TSP). Note that students listed as "no data" have not completed the TSP questionnaire, which determines their eligibility. The TSP questionnaire is only available during the TSP enrollment period (August 1 – September 30).
  • TSP California State University: this report is specific to Transfer Success Pathway (TSP) students. It includes their intended transfer date and the California State University listed in their TSP agreement.

To quickly access CSU Transfer Planner's tools, you can use the Navigation Menu. You can expand and collapse the Navigation Menu by clicking the top icon.

CSU Transfer Planner Community College Dashboard Mar 2024.png

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