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Planning Configuration

Academic Planning requires only a small amount of setup to prepare it for use at your institution, which you will do with your Civitas deployment team, using the Customization Center (Admin Portal).

Setting Term Names

An easy but critical step to setting up Planning for your institution is to define names for your terms. Make sure that you include enough specifics to make them unambiguous, especially if you have students registering for partial and special sessions.

Best practice: Use a naming convention that would work well for automatic sorting and grouping, such as starting with the year:

  • 2020 Winter Term, 2021 Spring Semester, 2021 Summer Term, 2021 Fall Semester
  • 2021 Q1 Winter, 2021 Q2 Spring, 2021 Q3 Summer, 2021 Q4 Fall
  • 2022 Summer I, 2022 Summer II, 2022 Summer I&II

Rebranding the Application

Planning can be restyled to match the branding for your institution. 

Branding for your institution includes a logo and the primary and secondary colors to be matched

For this, you first need to gather a few resources:

ResourceTargetsDefaultRequirements
1 • Primary colorLeft-side menuIcons, text buttonsindigo: #3F51B5Use the darker of your organization’s brand colors, for contrast
2 • Secondary colorTop global barwhite: #FFFFFFUse the lighter of your organization’s brand colors
3 • Logo fileTop global leftnoneUse transparency if your secondary color is other than whiteUse a compressible bitmap format: PNG, JPEG, GIF, TIFF

Provide your colors in hexadecimal format (#123ABC). To convert RGB or another color format into hexadecimal, use the color picker or a conversion site such as convertingcolors.com.

Customizing colors and uploading your logo is a one-time update to the Planner theme, which your deployment team will set through the Scheduler Customization Center.

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