Upload Budget from a File

• Option to mass load fund-based budget entries from a (.csv) file
• 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
• Benefits budgets will calculate automatically
• Auto-balancing (where relevant) will continue to operate as before
• Existing, active account codes will be added automatically
• Requires Prep File role

 Navigation: NUPlans Web > Applications > 01. Administrative > Upload Budget from a File

Upload Compensation Input from a File

(For schools and units doing detailed salary budgeting)

• Option to mass load Comp Input or Compensation by Home Department from a (.csv) file
• Once uploaded, entries can be adjusted in Contributor or replaced with additional uploads
• Chartstring level salary budgets / adjustments cannot be loaded this way
• Requires Prep File role

Navigation: NUPlans Web > Applications > 03. Comp Input Maintenance > Upload Comp Input from a File

Compensation Budgeting by Home Department

(For schools and units doing detailed salary budgeting)

• For areas that would like to budget salaries by myHR Home department rather than position
• Requires additional set-up with ESAF and the Budget Office for use
• Entries from other units that impact your chartstring are made available for your approval

 Navigation: NUPlans Contributor > Your Prep File or Budget Grouping > Comp By Home Dept Tab

Simplified Data Entry Views in Contributor

• The columns displayed by default in the Contributor data entry tabs have been streamlined to reduce redundant information and focus on data entry
• The new views are named “- Fund Input - Simple” for most views and “- Fund Input - Endowmen- Simple” for the endowment view
• You can switch back to the traditional “- Fund Input” and “- Fund Input - Endowment” views via the drop-down box (“subset editor”) found under Columns / Fund Input in each of the Contributor data entry tabs

Navigation: NUPlans Contributor > Your Prep File or Budget Grouping > Any data entry tab

Access to NUPlans Web functionality in Contributor

New NUPlans Web menu on Contributor homepage with links to following pages based on security access:

• Add Account to String
• Change Chart String Status
• Copy Budget input
• Upload Budget from a File
• Add Salary Placeholder
• Modify Salary Placeholder
• Add Placeholder Data
• Upload Comp Input from a File

 Navigation: NUPlans Contributor > Your Prep File or Budget Grouping > Contributor Home

Once the FY22 management budget targets have been approved and communicated, they will be loaded into the Management Budget Report to facilitate comparison to NUPlans budget entry

 Navigation: NUPlans Web > Applications > 08. Reports > Management Budget Report

• You can view a different budget grouping by clicking the drop-down arrow in the Select Budget Grouping field in the upper left and selecting from the list that appears.
• You can also choose to suppress zeros - or not - by clicking in the Select “Yes” to unsuppress zeros field and making a selection.
• Click Refresh to update the report with any change that you make.