Adding Cost of Attendance Items to a Payment Period

To add an institutional cost of attendance category to a payment period, complete the following steps:

  1. Navigate to System Administration > Campus Information > Payment Periods.
  2. Select the payment period you wish to update.
  1. Expand the Cost of Attendance section by clicking the blue + icon.
  2. Select Add New at the bottom left of the table.

    Cost of Attendance table with the Add New row link highlighted

  1. Expand the Institutional Category list to see a list of institutional categories you previously created and select the appropriate category.
  2. Expand the Selection Set list and select the set of students to which this cost of attendance item applies.

    This is the selection set used to determine eligibility for this cost of attendance item. Any student associated with this payment period who falls into or out of this selection set will have the associated cost of attendance item added or removed accordingly.

  3. Specify the type and amount of Base Cost for the associated cost of attendance item.

    There are two ways to specify the base cost:

    • Fixed Amount: This option allows you to manually enter the base cost for this cost of attendance category.
    • Custom Process: This option allows you to select one of your previously created custom processes to calculate the base cost for you.

    Tip: Using the Fixed Amount option to calculate base cost will require more cost of attendance items attached to narrowly defined selection sets, while using the Custom Process option requires fewer but more complex cost of attendance items attached to broader selection sets.

  4. In the Enrollment Status Factor section, enter the percentage of the base cost you want applied for each enrollment status.

    For example, if you want half-time students to only have 50% of the Fixed Amount or Custom Process result, enter 50.

    If you do not want to factor the cost by enrollment status, the system will use a default value of 100.

  5. In the Note field, enter any internal information relevant to the cost of attendance category that's not captured elsewhere.

A success message is displayed in the upper right portion of the page letting you know the payment period has been updated.