---
schema_version: "1"
id: d2ce3715875727c1d0055e243ca60294e8ad970556609d875adac1fa23af5e1a
title: Create Your School's Data for Pathways
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ssh_setup_pathways_data.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_pathways_data.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ed2acf0038f93c5025ad4ff2387c40e66b575722147315cd0d3e2dbcd764a22d
description: Create Course, Term, Program Plan, and Plan Requirements data for Pathways to use.
products:
  - Nonprofit
  - Education
release: "264"
---
# Create Your School's Data for Pathways

Create Course, Term, Program Plan, and Plan Requirements data for Pathways to use.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/images/icon_note.png)

Note Requires a Customer Community Plus or Customer Community Plus Login license, such as through Experience Cloud for Learner Success.

To use Pathways, your org needs records for Courses, Program Plans, Plan Requirements, and Terms. For more information, see [Import Your School's Data](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_data_import_school.htm&release=264.0.0&type=5 "Create data to represent your educational institution in Student Success Hub.").

## Create Your Course and Term Records

To use the SSH Program Plan Builder component, you need Course and Term records.

## Create Your Program Plan and Plan Requirement Records

To use the SSH Program Plan Highlights and SSH Program Plan Requirements Summary components, you need Program Plan and Plan Requirement records.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-student_success_hub-264-0-0-production-enus/b7ac11a0-381d-499e-afd5-05e856602032/images/icon_tip.png)

Tip Before creating your records, review [Learn How Program Plans Work with Pathways](https://help.salesforce.com/s/articleView?id=sfdo.ssh_setup_pathways_learn.htm&release=264.0.0&type=5 "Understand how Pathways uses EDA Program Plan and Plan Requirement records.").

To create your Program Plan and Plan Requirement records, we recommend setting up a spreadsheet for each Program Plan. This spreadsheet will make your data entry easier. To be efficient, list each Plan Requirement and its necessary fields. That way you can create all your Plan Requirements at one time without getting lost in the levels.

Here's what a Program Plan spreadsheet might look like for a BS in Economics for the catalog year 2019-2020.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <colgroup>
            <col style="width:12.5%">
            <col style="width:12.5%">
            <col style="width:12.5%">
            <col style="width:12.5%">
            <col style="width:12.5%">
            <col style="width:12.5%">
            <col style="width:12.5%">
            <col style="width:12.5%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d39156e103">
                <p style="margin-bottom:0;">Level of Nesting</p>
              </th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d39156e109">
                <p style="margin-bottom:0;">Plan Requirement Name</p>
              </th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d39156e115">
                <p style="margin-bottom:0;">Parent Plan Requirement</p>
              </th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d39156e121">
                <p style="margin-bottom:0;">Program Plan</p>
              </th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d39156e127">
                <p style="margin-bottom:0;">Course</p>
              </th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d39156e134">
                <p style="margin-bottom:0;">Description</p>
              </th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d39156e140">
                <p style="margin-bottom:0;">Category</p>
              </th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d39156e146">
                <p style="margin-bottom:0;">Credits</p>
              </th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="Level of Nesting" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e103 ">
                <p style="margin-bottom:0;">1</p>
              </td>

              <td data-label="Plan Requirement Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e109 ">
                <p style="margin-bottom:0;">Economics Major Requirement</p>
              </td>

              <td data-label="Parent Plan Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e115 ">
                <p style="margin-bottom:0;">
                  <em>Leave Blank</em>
                </p>
              </td>

              <td data-label="Program Plan" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e121 ">
                <p style="margin-bottom:0;">BS Economics - Catalog Year 2019-2020</p>
              </td>

              <td data-label="Course" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e127 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

              <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e134 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

              <td data-label="Category" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e140 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

              <td data-label="Credits" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e146 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

            </tr>
            <tr class="">
              <td data-label="Level of Nesting" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e103 ">
                <p style="margin-bottom:0;">2</p>
              </td>

              <td data-label="Plan Requirement Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e109 ">
                <p style="margin-bottom:0;">Required Lower Level Coursework</p>
              </td>

              <td data-label="Parent Plan Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e115 ">
                <p style="margin-bottom:0;">Economics Major Requirements</p>
              </td>

              <td data-label="Program Plan" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e121 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

              <td data-label="Course" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e127 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

              <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e134 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

              <td data-label="Category" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e140 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

              <td data-label="Credits" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e146 ">
                <p style="margin-bottom:0;">14</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="Level of Nesting" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e103 ">
                <p style="margin-bottom:0;">3</p>
              </td>

              <td data-label="Plan Requirement Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e109 ">
                <p style="margin-bottom:0;">Survey of Calculus 1</p>
              </td>

              <td data-label="Parent Plan Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e115 ">
                <p style="margin-bottom:0;">Required Lower Level Coursework</p>
              </td>

              <td data-label="Program Plan" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e121 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

              <td data-label="Course" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e127 ">
                <p style="margin-bottom:0;">MAC 2233</p>
              </td>

              <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e134 ">
                <p style="margin-bottom:0;">Geometric and heuristic approach to calculus.</p>
              </td>

              <td data-label="Category" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e140 ">
                <p style="margin-bottom:0;">Required</p>
              </td>

              <td data-label="Credits" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e146 ">
                <p style="margin-bottom:0;">3</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="Level of Nesting" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e103 ">
                <p style="margin-bottom:0;">3</p>
              </td>

              <td data-label="Plan Requirement Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e109 ">
                <p style="margin-bottom:0;">Introduction to Statistics</p>
              </td>

              <td data-label="Parent Plan Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e115 ">
                <p style="margin-bottom:0;">Required Lower Level Coursework</p>
              </td>

              <td data-label="Program Plan" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e121 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

              <td data-label="Course" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e127 ">
                <p style="margin-bottom:0;">STA 2023</p>
              </td>

              <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e134 ">
                <p style="margin-bottom:0;">Graphical and numerical descriptive measures.</p>
              </td>

              <td data-label="Category" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e140 ">
                <p style="margin-bottom:0;">Required</p>
              </td>

              <td data-label="Credits" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e146 ">
                <p style="margin-bottom:0;">3</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="Level of Nesting" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e103 ">
                <p style="margin-bottom:0;">3</p>
              </td>

              <td data-label="Plan Requirement Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e109 ">
                <p style="margin-bottom:0;">Principles of Macroeconomics</p>
              </td>

              <td data-label="Parent Plan Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e115 ">
                <p style="margin-bottom:0;">Required Lower Level Coursework</p>
              </td>

              <td data-label="Program Plan" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e121 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

              <td data-label="Course" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e127 ">
                <p style="margin-bottom:0;">ECO 2013</p>
              </td>

              <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e134 ">
                <p style="margin-bottom:0;">The nature of economics, economic concepts, institutions, and more.</p>
              </td>

              <td data-label="Category" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e140 ">
                <p style="margin-bottom:0;">Required</p>
              </td>

              <td data-label="Credits" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e146 ">
                <p style="margin-bottom:0;">4</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="Level of Nesting" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e103 ">
                <p style="margin-bottom:0;">3</p>
              </td>

              <td data-label="Plan Requirement Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e109 ">
                <p style="margin-bottom:0;">Principles of Microeconomics</p>
              </td>

              <td data-label="Parent Plan Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e115 ">
                <p style="margin-bottom:0;">Required Lower Level Coursework</p>
              </td>

              <td data-label="Program Plan" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e121 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

              <td data-label="Course" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e127 ">
                <p style="margin-bottom:0;">ECO 2023</p>
              </td>

              <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e134 ">
                <p style="margin-bottom:0;">Theories of production, determination of prices and distribution of income.</p>
              </td>

              <td data-label="Category" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e140 ">
                <p style="margin-bottom:0;">Required</p>
              </td>

              <td data-label="Credits" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e146 ">
                <p style="margin-bottom:0;">4</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="Level of Nesting" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e103 ">
                <p style="margin-bottom:0;">2</p>
              </td>

              <td data-label="Plan Requirement Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e109 ">
                <p style="margin-bottom:0;">Required Upper Level Coursework</p>
              </td>

              <td data-label="Parent Plan Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e115 ">
                <p style="margin-bottom:0;">Economics Major Requirements</p>
              </td>

              <td data-label="Program Plan" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e121 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

              <td data-label="Course" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e127 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

              <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e134 ">
                <p style="margin-bottom:0;">Select from any 3000 or 4000 level course with the prefix ECO or ECN.</p>
              </td>

              <td data-label="Category" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e140 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

              <td data-label="Credits" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e146 ">
                <p style="margin-bottom:0;">16</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="Level of Nesting" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e103 ">
                <p style="margin-bottom:0;">2</p>
              </td>

              <td data-label="Plan Requirement Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e109 ">
                <p style="margin-bottom:0;">Required Upper Level Math</p>
              </td>

              <td data-label="Parent Plan Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e115 ">
                <p style="margin-bottom:0;">Economics Major Requirements</p>
              </td>

              <td data-label="Program Plan" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e121 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

              <td data-label="Course" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e127 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

              <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e134 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

              <td data-label="Category" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e140 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

              <td data-label="Credits" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e146 ">
                <p style="margin-bottom:0;">4</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="Level of Nesting" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e103 ">
                <p style="margin-bottom:0;">3</p>
              </td>

              <td data-label="Plan Requirement Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e109 ">
                <p style="margin-bottom:0;">Required Upper Level Math (UOC)</p>
              </td>

              <td data-label="Parent Plan Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e115 ">
                <p style="margin-bottom:0;">Required Upper Level Math</p>
              </td>

              <td data-label="Program Plan" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e121 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

              <td data-label="Course" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e127 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

              <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e134 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

              <td data-label="Category" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e140 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

              <td data-label="Credits" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e146 ">
                <p style="margin-bottom:0;">4</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="Level of Nesting" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e103 ">
                <p style="margin-bottom:0;">4</p>
              </td>

              <td data-label="Plan Requirement Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e109 ">
                <p style="margin-bottom:0;">Statistics for Business and Economics</p>
              </td>

              <td data-label="Parent Plan Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e115 ">
                <p style="margin-bottom:0;">Required Upper Level Math (UOC)</p>
              </td>

              <td data-label="Program Plan" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e121 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

              <td data-label="Course" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e127 ">
                <p style="margin-bottom:0;">MATH 329</p>
              </td>

              <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e134 ">
                <p style="margin-bottom:0;">Applications of modern statistical methods used in business analysis and economics.</p>
              </td>

              <td data-label="Category" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e140 ">
                <p style="margin-bottom:0;">Optional</p>
              </td>

              <td data-label="Credits" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e146 ">
                <p style="margin-bottom:0;">4</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="Level of Nesting" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e103 ">
                <p style="margin-bottom:0;">4</p>
              </td>

              <td data-label="Plan Requirement Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e109 ">
                <p style="margin-bottom:0;">Probability and Statistics</p>
              </td>

              <td data-label="Parent Plan Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e115 ">
                <p style="margin-bottom:0;">Required Upper Level Math (UOC)</p>
              </td>

              <td data-label="Program Plan" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e121 ">
                <p style="margin-bottom:0;">
                  <em>Leave blank</em>
                </p>
              </td>

              <td data-label="Course" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e127 ">
                <p style="margin-bottom:0;">MATH 352</p>
              </td>

              <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e134 ">
                <p style="margin-bottom:0;">Data gathering, analysis and display. Validity of sampling methods and statistical conclusions.</p>
              </td>

              <td data-label="Category" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e140 ">
                <p style="margin-bottom:0;">Optional</p>
              </td>

              <td data-label="Credits" class="slds-cell-wrap" style="vertical-align:top;" headers="d39156e146 ">
                <p style="margin-bottom:0;">4</p>
              </td>

            </tr>
          </tbody>
        </table>

For more information about creating Program Plans and Plan Requirements, see the EDA articles [Model Enrollments](https://help.salesforce.com/s/articleview?id=sfdo.eda_model_enrollments.htm) and [Program Plan](https://help.salesforce.com/s/articleview?id=sfdo.eda_program_plan.htm).