Below is a list of definitions for the assigned roles in the system. Please note that each user may have multiple roles.
Budgeting Roles
General
Access to budget input for fund tabs, salary budgeting by chart string, and driver-based budgeting, viewing the carry forward and allocations tabs, and the ability to add chart strings and/or change chart string status
Planner
Access to budget input for fund tabs, salary budgeting by chart string, and driver-based budgeting, and viewing the carry forward and allocations tabs
Salary
Access to employee-level salary budgeting in compensation input and related tabs, and access to add a salary placeholder; unable to view confidential employees (those with an HR home department ID ending in 90 or 96)
Salary - Confidential
Access to employee-level salary budgeting in compensation input and related tabs, and access to add a salary placeholder; able to view confidential employees (those with an HR home department ID ending in 90 or 96)
Grants
Access to grant expense planning in grants tab, and access to add a grant proposal
Commitments
Access to review and propose commitments usage
Report
Access to view budget reports in the NUPlans Web application
Create Version 2
Able to create an alternate budget scenario
Create Version 3
Able to create an area-approved budget
Prep File
Includes all other roles except Salary – Confidential; intended for users who have responsibility for submitting the budget for their entire prep file area
Forecasting Roles
Forecast
Access to chart string forecasting for non-grant funds
Commitments
Access to create and maintain commitments
Commitments Prep File
Access to create and maintain commitments, including Dean/VP commitments; intended for users with the Prep File role who have responsibility for forecasting an entire prep file area
Salary
Access to forecast salaries on user-defined salary placeholders; does not provide access to any employee-level salary data
Grants
Access to grant expense forecasting
Tuition
Access to forecast tuition on user-defined tuition programs
Report
Access to view forecasting reports within NUPlans
Prep File
Includes all other roles; intended for users who have responsibility for submitting the forecast for their entire prep file area
Viewing User Access
- Users with the Prep File role in NUPlans can view user access for their prep file’s budget groupings by using the User Access view located in the Administrative directory in NUPlans Web, for both Budget Prep and Forecasting.
- The User Access Instructions web form listed under Applications, provides more information on requesting security changes.