Enhancements to NUPlans for FY 2024 budgeting
Grants Budgeting – Enter Grant Budgets Using Detail Accounts
- Redesigned Grant Input tab now mirrors familiar functionality from other fund entry tabs
- Enter FY24 annual grant budget by detail expense account (Opt-in required by school/unit)
- See year to date and historical spend by transactional account
- All 6 series funds appear on the same tab in Contributor
- Grant proposals added will appear on the Grant Input tab once account has been added to chartstring
- Salary entries will flow when account exists or has been added to the string
- Budget entries will appear on FY24 GL077 Income Statement Report in summary when run by Management, Unit, or in detail when run by Account
- Existing grant strings from NUFinancials have been imported
- Data does not flow into NUFinancials
Budgetary Only Filter – View/Adjust Entries on Budgetary Only Accounts
- New Account subset provided to show entries on budgetary only accounts
- Provides quick access to view amounts budgeted on non-transactional accounts
- Subset is available on any fund-based entry tab
Historical Budget Report – Filter report by Project Purpose and Management Level
- Project Purpose and Management Level attribute filters also available on following reports:
Budget Summary Report- Budget Summary by Fund
- Budget Summary Totals by Prep File
Management Budget Report – New Format
- Grouped columns by Operating Funds, Gift and Endowments, Total Operating, and Recharge
Access to training and reference materials in Knowledge Base
- NUPlans training materials are now accessible in the Northwestern Knowledge Base
- Search “NUPlans” at services.northwestern.edu.
