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The FY27 Annual Budgeting experience in NUPlans Web introduces a reorganized navigation structure, updated access points for budgeting views, enhanced security through Single Sign-On (SSO), and improved workflow functionality. This article outlines what’s new and how to get started.
Accessing NUPlans Web
Access to NUPlans Web is now streamlined through Single Sign-On (SSO), providing a more secure and seamless login experience. Once authenticated through the University’s login system, access is granted automatically based on your role.
New FY27 Budgeting Views Structure
All budgeting cube views and websheets previously accessed through Contributor have been reorganized into a centralized menu in Web where all budgeting will now be done:
- Navigate to 00. FY27 Annual Budgeting from the left-hand panel
- Review available input views within this section
- Confirm that each view loads as expected
This updated structure simplifies navigation and consolidates budgeting tools in one location.
Budget Grouping Selection Enhancements
Taking and releasing ownership is no longer part of the NUPlans budgeting process, but users must now set or confirm a Budget Grouping before entering data. Two methods are available:
Set a Default Budget Grouping
- Access the FY27 Annual Budgeting homepage
- Select a default Budget Grouping
- This determines which groupings appear automatically in input views
Change Budget Grouping Within a View
- Open any budgeting cube view
- Use the Subset Editor dropdown to switch between groupings
- The view will refresh based on your selection
Updated Budget Data Entry Capabilities
Users can enter or review budget data across several key areas, including:
- Non-salary budgets (by fund type)
- Gifts
- Endowments
- Salary budgets and placeholders
- Balanced transfer budgeting (area opt-in required)
- Budget and compensation uploads
- Grant budgeting (area opt-in required)
- Budget grouping submissions
Important notes:
- Data entry is restricted to input cells only (totals are read-only)
- Ensure values save successfully after entry: via recalculate or save data changes
- Role-based security permissions remain enforced
Streamlined Budget Submission Workflow
The budget submission process is accessed in the Detail Budgeting Menu:
- Navigate to 00. FY27 Annual Budgeting → Submit Budget
- Select the appropriate Budget Grouping
- Click Submit
Once submitted, the system will display confirmation with your NetID and a timestamp, providing clear audit tracking. At the completion of detailed budgeting, the Prep File is submitted by the area manager through the same screen.
Reporting
Access to NuPlans reports is unchanged.