Configuration Portal Quick Start Guide
Overview
The Configuration Portal allows you to customize your programs for the CSU Transfer Planner Student Portal. Students will enter into Transfer Success Pathway (TSP) agreements with your program based on your program's configurations, so it's important to be clear and accurate with your program's requirements and expectations of transfer students.
How do students find my programs?
From August 1 to July 30 every year, students will see your current program configurations in the CSU Transfer Planner Student Portal. Students can search for your programs using the Research Universities & Programs button on their Dashboard.
Within this page, they'll see all available CSU programs and can filter and search to narrow their selections.
Each program has a note indicating whether it's currently accepting TSP agreements. Once the TSP period closes on September 30, every program's Currently Accepts TSP status will change to No. Students can still view and follow programs throughout the year.
Configuration Timeframe
Each year, the Configuration Portal is open from early to mid-June so you can prepare your program configurations for the next TSP launch on August 1.
For 2024, the configuration period was June 3–21.
Accessing the Configuration Portal
- Log in to CSU Transfer Planner Configuration Portal using your university's unique login URLs.
- Using the Navigation Menu, click Settings.
- Under the Organization section, click Transfer Planner Programs. A new window will open.
- Select your program.
CSU Transfer Planner Configuration Portal URLs
Program Information and ASSIST
The programs, program names, and articulation agreements you see are imported from ASSIST. If your program is not in ASSIST, we cannot add it to CSU Transfer Planner Configuration Portal.
The following information provides more details about the source of your program details and when they were imported. You can update your program image and descriptions in the CSU Transfer Planner Configuration Portal.
|
Program Name |
Program Image |
Program Description |
---|---|---|---|
Existing Programs These are programs that were already included in CSU Transfer Planner in 2023. |
Sourced from ASSIST This was imported on May 15, 2024. |
Sourced from the CAS Configuration Portal, 2025-2026 prelaunch environment This was imported by Liaison on June 1, 2024. |
Sourced from CSU Transfer Planner Configuration Portal, current production environment This was imported by Liaison on June 1, 2024. |
New Programs These are programs that are new to CSU Transfer Planner and were included in the ASSIST import from May 15, 2024. |
Sourced from ASSIST This was imported on May 15, 2024. |
Currently blank You must add the Primary CSU Unique ID to pull information from the CAS Configuration Portal, 2025-2026 prelaunch environment. |
Currently blank You must add the Primary CSU Unique ID to pull information from the CAS Configuration Portal, 2025-2026 prelaunch environment. |
Adding and Removing Programs
If you want to add a new program to CSU Transfer Planner, you must first contact your Articulation Officer to make changes in ASSIST. Be aware that program data is imported from ASSIST in the summer. If your program is not in ASSIST before the import, then you must wait for your program to be added next year.
If you want to delete a program, use the CSU Transfer Planner Program Removal Request form. Be aware that once a program is removed, it cannot be added back to CSU Transfer Planner until the next year.
Selecting a Branding Image
Your branding image appears on the top of your home page. We recommend using an image that is consistent with your program or university’s branding. This is the only section where students will see your specific program's branding, so make it count!
Branding Image Guidelines
- Images must be in .jpeg, .tiff, or .png format and no larger than 250kb.
- File names cannot contain spaces or special characters.
- Your overall image size should be 900 px by 270 px.
- When selecting colors and logos, ensure you adhere to website accessibility standards. Visit WebAIM for more information on 508 compliance.
Uploading Your Branding Image
You must first go to the CAS Configuration Portal to update your branding image for your program. Then you can return to CSU Transfer Planner Configuration Portal and enter your CSU Unique ID in the Primary CSU Unique ID field under Program Details. The updated branding image will automatically carry over.
Adding Program Details
The information you add here will be what the student sees first as they review your program. Be sure to review the Program Detail Definitions and Best Practices section for more information about each field.
- Click the pencil icon in the top right.
- Select if your program is Transfer Success Pathway (TSP) eligible.
- If necessary, enter CSU Unique IDs.
- Enter your program details and format as necessary. Review the Formatting Options and Tips section for more guidance.
- Click Save to save your changes or Cancel to discard the changes.
Program Detail Definitions and Best Practices
Program Detail Field |
Edit after config period closes? |
Definition and Best Practices |
---|---|---|
Transfer Success Pathway Eligible | Yes | You can indicate in this field if your program is Transfer Success Pathway (TSP) eligible. If you toggle this on, then the Currently Accepts TSP status will be listed as Yes in the Student Portal. |
Primary CSU Unique ID | No |
You can use this field to optionally pull forward your program image and description from the CAS Configuration Portal and then update it as needed in the CSU Transfer Planner Configuration Portal. To do this, go to the CAS Configuration Portal and find your CSU Unique ID. Then, return to the CSU Transfer Planner Configuration Portal and enter this ID in the Primary CSU Unique ID field under Program Details. If you have a new program, be sure to create your program in the CAS Configuration Portal prelaunch environment first before you configure it in the CSU Transfer Planner Configuration Portal. |
Additional CSU Unique ID | Yes |
CSU Transfer Planner only includes programs that are in ASSIST, while the Cal State Apply application can include any program. For example, CSU Transfer Planner and ASSIST may only have one business program (e.g., Business – Accountancy), while Cal State Apply may have more programs for each concentration (e.g., Business – Accountancy, Business – Finance, etc.). In this example, you should confirm that the:
Why does this matter? Eventually, a new feature will be available that allows students to use their CSU Transfer Planner account information to pre-populate parts of the Cal State Apply application. When applicants select programs in the Cal State Apply application, they will see any programs they are following in CSU Transfer Planner and, if applicable, the program from their TSP agreement. If you match Cal State Apply programs that don't exist in CSU Transfer Planner or ASSIST using this Additional CSU Unique ID field, then the applicant will see these programs in their Cal State Apply pre-populated program selections. |
Program Description | Yes |
This is a student's first look at your program- and university-specific information. Be sure to include information such as:
|
Adding Additional Details
Under Additional Details, you can provide more specific information about your program's transfer GPA and coursework requirements. You must complete the Additional Details section before the configuration due date and your program goes live. You cannot make any changes after these deadlines. Be sure to review the Additional Detail Definitions and Best Practices section for more information about each field.
- Click the pencil icon in the top right.
- Enter your program's minimum transfer GPA and grade requirements.
- If you have additional transfer coursework requirements (e.g., if you have different GPA and coursework requirements for local versus non-local schools), you can enter them under the Other Requirements field. Review the Formatting Options and Tips section for more guidance.
- Click Save to save your changes or Cancel to discard the changes.
Additional Detail Definitions and Best Practices
Program Detail Field |
Edit after config period closes? |
Definition and Best Practices |
---|---|---|
Transferable GPA | No |
While the CSU minimum GPA is 2.0 for transfer students, you can list your program's preferred GPA here. If you have different GPA requirements for local versus non-local schools, then enter the less restrictive requirements in this field (these typically coincide with the local school requirements). |
Major Prerequisite GPA | No |
While the CSU minimum GPA is 2.0 for transfer students, you can list your program's preferred GPA here. If you have different GPA requirements for local versus non-local schools, then enter the less restrictive requirements in this field ;(these typically coincide with the local school requirements). |
Minimum Grade for prerequisite courses | No |
While the CSU minimum grade is C- for transfer students, you can list your program's preferred grade here. If you have different coursework requirements for local versus non-local schools, then enter the less restrictive requirements in this field (these typically coincide with the local school requirements). |
Other Requirements | No |
You must clearly state any local versus non-local requirements, including how a student can determine if they're local. Additionally, we recommend including required or recommended major preparation coursework, as well as impacted campus information. Here's an example:
|
Formatting Options and Tips
- There is no limit to the length of text, but 1,500 characters or less is recommended for the best visual display.
- Use the general formatting options to format and structure your text for clarity and conciseness.
- Use the link icon to add links to websites or email addresses. Links open in a new browser window.
- If you are copying and pasting content from a website, first copy the content to Microsoft Word (or another text editing program, like Notepad) and format it to your liking. Then, copy it from Notepad and paste it into the editor.
Formatting Option |
Additional Notes |
---|---|
Add general formatting options |
|
Create a hyperlink with the link icon |
To add a hyperlink, highlight the text you want to become the link, then click the hyperlink icon. Enter the link details, select the checkbox so that the clicked link opens the page in a new window, then click Add. To remove a hyperlink, highlight the link text and click the unlink icon. |
Insert an embedded form |
|
Updating Your Programs
Once your program is available in CSU Transfer Planner Student Portal, you can only make the following edits:
- Opening or closing your program for TSP agreements.
- Editing your program's description.
You cannot edit any other sections of the program, such as your program's minimum GPA, coursework requirements (under Additional Details), or CSU Unique ID.
Opening and Closing a Program for TSP Agreements
If your program has reached its maximum number of TSP agreements, you can close it for TSP agreements. Alternatively, if you have more spots available, you can open a program for TSP agreements. Note that only users in the Administrator role can make this change.
- Using the Navigation Menu, click Settings.
- Under the Organization section, click Transfer Planner Programs. A new window will open.
- Select your program.
- Click the pencil icon in the top right.
- For the Transfer Success Pathway Eligible toggle, select on if your program is accepting TSP agreements or off if your program is no longer accepting TSP agreements.