Users have the option to mass load Fund based budget entries from a comma separated value (.csv) file in NUPlans. Once uploaded, entries can be adjusted in Contributor or replaced with additional uploads. Upload of chartstring level salary budgets, non-personnel expense budgets, and revenue budgets are supported. Benefits budgets will calculate automatically and auto-balancing (where relevant) will continue to operate as before. Existing, active account codes will be added automatically. Prep File role is required for access.
Step 1: Navigate to Budget Upload Page
From NUPlans Web:
1. Click Applications > 01.Administrative > Upload budget from a file
2. Upload Budget tab opens and page appears to the right of menu as shown below
From NUPlans Contributor:
1. After taking ownership, click Upload budget from a file in NUPlans Web Menu on Contributor Home page
2. Budget Upload page appears to the right of menu as shown below
Step 2: Download Budget Upload Template
Budget Upload Page
Step 3: Enter Budget Data
Excel Spreadsheet
1. Open downloaded .CSV file
2. Enter Fund, Department, Project and Account values appropriate for your area
3. Enter Fiscal Year Budget amount(s) to be used for the chartstring(s) entered in FY Budget Input column
4. Enter appropriate notes for the entry – this may be left blank.
5. Save file as .CSV
Step 4: Upload File into NUPlans
Budget Upload Page
Step 5: Import File into NUPlans
Budget Upload Page
Step 6. Confirm Import in NUPlans Contributor
Begin by logging in to NUPlans Contributor
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