NUPlans Training Curricula

Audience: Staff with NUPlans Contributor access; General, Planner, Salary, Grants, and/or PrepFile security roles.

You'll learn about:

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• The NUPlans interface and how to review information.

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• Managing the budget preparation workflow.

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• Efficient ways to enter budget information.

Training:

NUPlans Budgeting Basics on myHR Learn

Audience: Users with edit access and the Prep File or General or Planner security roles. Users who want to review compensation budgeting or explore it in greater depth.

You'll learn to:

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• Build an estimate of revenue and non-personnel costs.

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• Manage accounts and methods in NUPlans Web.

Training:

Fund Budgeting Training on myHR Learn

Audience: Users with edit access and the Prep File or Salary security roles. Users who want to review compensation budgeting or explore it in greater depth.

You'll learn to:

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• Build a bottom-up estimate of compensation using employee level data.

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• Manage accounts and placeholders in NUPlans Web.

Training:

Compensation Budgeting Training on myHR Learn

Audience: Intermediate and advanced NUPlans users.

NUPlans delivers some functionality that exceeds the needs of most users for budget preparation. Some users however may benefit from advanced functionality if it improves the user experience or extends capabilities to plan and prepare budgets.

Training:

NUPlans Advanced Topics on myHR Learn