Configuration Portal Quick Start Guide

This page applies to the CSU Transfer Planner University Portal.

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.

CSU Transfer Planner Config Student Research.png

Within this page, they'll see all available CSU programs and can filter and search to narrow their selections.

CSU Transfer Planner Config Student Programs.png

Each program has a note indicating whether it's currently accepting TSP agreements. Once the TSP period closes on November 30, every program's Currently Accepts TSP status will change to No. Students can still view and follow programs throughout the year.

CSU Transfer Planner Config Student TSP No.png

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 2025, the configuration period is May 12–30.

Accessing the Configuration Portal

  1. Log in to CSU Transfer Planner Configuration Portal using your university's unique login URLs.
  2. Using the Navigation Menu, click Settings.
  3. Under the Organization section, click Transfer Planner Programs. A new window will open.
  4. Select your program.

CSU Transfer Planner Configuration Portal URLs

CSU Name

CSU Transfer Planner Configuration Portal URL
CSU Bakersfield https://tp-bakersfield.ats-uat.slideroom.io/#/login
CSU Channel Islands https://tp-channelislands.ats-uat.sl...oom.io/#/login
Chico State https://tp-chico.ats-uat.slideroom.io/#/login
CSU Dominguez Hills https://tp-dominguezhills.ats-uat.sl...oom.io/#/login
Cal State East Bay https://tp-eastbay.ats-uat.slideroom.io/#/login
Fresno State https://tp-fresno.ats-uat.slideroom.io/#/login
Cal State Fullerton https://tp-fullerton.ats-uat.slideroom.io/#/login
Cal Poly Humboldt https://tp-humboldt.ats-uat.slideroom.io/#/login
Cal State Long Beach https://tp-longbeach.ats-uat.slideroom.io/#/login
Cal State LA https://tp-losangeles.ats-uat.slideroom.io/#/login
Cal Maritime https://tp-maritime.ats-uat.slideroom.io/#/login
CSU Monterey Bay https://tp-montereybay.ats-uat.slideroom.io/#/login
CSUN https://tp-northridge.ats-uat.slideroom.io/#/login
Cal Poly Pomona https://tp-pomona.ats-uat.slideroom.io/#/login
Sacramento State https://tp-sacramento.ats-uat.slideroom.io/#/login
Cal State San Bernardino https://tp-sanbernandino.ats-uat.slideroom.io/#/login
San Diego State https://tp-sandiegostate.ats-uat.slideroom.io/#/login
San Francisco State https://tp-sanfranciscostate.ats-uat...oom.io/#/login
San José State https://tp-sanjosestate.ats-uat.slideroom.io/#/login
Cal Poly San Luis Obispo https://tp-sanluisobispo.ats-uat.slideroom.io/#/login
CSU San Marcos https://tp-sanmarcos.ats-uat.slideroom.io/#/login
Sonoma State https://tp-sonomastate.ats-uat.slideroom.io/#/login
Stanislaus State https://tp-stanislaus.ats-uat.slideroom.io/#/login

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 2024.

Sourced from ASSIST

This was imported on April 15, 2025.

Carried over from the previous year's program.

Sourced from CSU Transfer Planner Configuration Portal, current production environment

This was imported by Liaison on May 9, 2025.

New Programs

These are programs that are new to CSU Transfer Planner and were included in the ASSIST import from April 15, 2025.

Sourced from ASSIST

This was imported on April 15, 2025.

Currently blank

You must add the Primary CSU Unique ID to pull information from the CAS Configuration Portal, 2026-2027 prelaunch environment.

Currently blank

You must add the Primary CSU Unique ID to pull information from the CAS Configuration Portal, 2026-2027 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 .jpg, .jpeg, .png, .gif, .bmp, .heic, or .heif format and no larger than 5MB.
  • 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 can upload a new branding image or select an existing branding image through the Configuration Portal.

  1. Click Edit Image in the top right.
  2. Under Use Existing Image, you can select an existing image you previously uploaded or the default image from the CAS Configuration Portal.
  3. Under Upload New Image, you can drag and drop or browse your computer for the new image file.
  4. Click Save.

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.

  1. Click the pencil icon in the top right.
  2. Select if your program is Transfer Success Pathway (TSP) eligible.
  3. If necessary, enter CSU Unique IDs.
  4. Enter your program details and format as necessary. Review the Formatting Options and Tips section for more guidance.
  5. 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 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:

  • Primary CSU Unique ID field has the CSU Unique ID for Business – Accountancy (i.e., the program that is in ASSIST, CSU Transfer Planner, and Cal State Apply).
  • Additional CSU Unique ID field has the CSU Unique IDs for Business – Finance and other concentration programs (i.e., programs that only exist in Cal State Apply).

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:

  • Welcome/"thank you for your interest" message
  • Campus and program information
  • Degree completion information
  • Career information
  • Program admission requirements, such as:
    • Previously-earned degrees
    • Needed experience
    • State restrictions
    • Deadline requirements
    • Supplemental applications or fees, if applicable
  • Instructions on how to be a successful transfer student
  • Link to the program website. Make sure that all pertinent information included on your website is also included in the Program Details. This makes it easier for students to find the information they need in one place.
  • If your program is open for TSP students, you must include the following statement. Additionally, include resources available to TSP students.
    • TSP Student Details: students who enter into a Transfer Success Pathway agreement and meet the requirements within 3 years are guaranteed admission to the program at the CSU in which they have the agreement. The TSP enrollment period is open from August 1 to November 30, 2025. Once it closes, you can still follow this program.

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.

  1. Click the pencil icon in the top right.
  2. Enter your program's minimum transfer GPA and grade requirements.
  3. 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.
  4. 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:

  • 2.7 Local and 3.0 Non-Local Transferable GPA
  • Recommended major preparation courses:
    • ACCT 2100 – Principles of Financial Accounting
    • ACCT 2110 – Principles of Managerial Accounting
    • ECON 2010 – Principles of Economics I: Microeconomics
    • ECON 2020 – Principles of Economics II: Macroeconomics
  • CSU University has designated this program as impacted, meaning it receives more applications from qualified applicants than it can accommodate. Therefore, this campus is authorized to use supplemental admission criteria. 
    • TSP Requirements:
      • GPA – 3.5
      • Coursework – Recommended or Required
  • Visit CSU University for more information on admission requirements and criteria.

Formatting Options and Tips

Formatting Option

Additional Notes
Add general formatting options
  • Bold, Italicize, Underline, and Strikethrough text
  • Apply monospaced typeface, such as Courier
  • Superscript and subscript text
  • Change font size
  • Create a numbered list or bullet points
  • Increase or decrease the indentation
  • Align text left, center, right, or justify
  • Single space by using Shift+Enter
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
  1. Obtain the embed code for the form. You may need to work with your IT or Marketing staff.
  2. On a new line of text, click the embed icon. Enter the link and click Add.

Updating Your Programs

Once your program is available in CSU Transfer Planner Student Portal, you can only make the following edits:

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.

  1. Using the Navigation Menu, click Settings.
  2. Under the Organization section, click Transfer Planner Programs. A new window will open.
  3. Select your program.
  4. Click the pencil icon in the top right.
  5. 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.