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Create and Finish a Vendor-Supplied Transactional Contract in NUFinancials
Appendix A: Set Up Thresholds & Notifications
Appendix B: Set Up Default Collaborators
Appendix C: Review Document Versions
Create a Transactional Contract in NUFinancials
Step 1
Zoom Outlook Add-in for Office 365
. When you find Zoom for Outlook, click Add
When prompted, click Continue
After installation, click Get Started to set up the Add-in
In Outlook, click Meetings and begin to create a
Configuring your email client when transitioning to Microsoft 365/Exchange
account as new, otherwise you may end up with both new and old account information in the settings on your device, and constant password prompts to log in.
This appears to be a flaw in the
NetID Expiration
another person in your department, or set up forwarding to a departmental email address.
Set up an automatic forward. Forwarding e-mail to another account and setting up a vacation message may help
Managing alternate email addresses with your @u.northwestern.edu (or other G Suite) account
Knowledge Base article: 62236
Feinberg-affiliated individuals will not be able to set up their @northwestern.edu (Exchange) account as an “account you own” in a G Suite account due to security
CERES: Business Process Details
Management team will set up the award budget to reflect the final revised budget.
Grants_Job Aid_ReconcileAwardBudgets
Request an advance
Recommended PC Desktop Hardware
requirements.
Desktop — Minimum
*NOTE* In order to comply with Northwestern IT's encryption policy, please turn on TPM (Trusted Platform Module) upon set up of your computer. This module
Managing personal information in CAESAR
the homepage of NUValidate.
Find the Name fields, make the appropriate updates, then click “Submit” at the bottom of the screen to save.
* Please note that the time for name updates to show
Modifying your NUsites settings
Managing your privacy and visibility settings
Privacy and Visibility settings allow you to manage and control access to your site. These settings can be updated from the Dashboard > Settings
Viewing Post-Award Grant Data in NUFinancials
.
Navigation: Grants → Awards → Project Activity → F&A Rates tab
Some awards have subcontracts. Subcontracts can be set up and reviewed the eProcurement menu. See additional training
Recommended PC Laptop Hardware
requirements.
Laptop — Minimum
*NOTE* In order to comply with Northwestern IT's encryption policy, please turn on TPM (Trusted Platform Module) upon set up of your computer. This module allows the
Request to Update or Inactivate ChartField in NUFinancials
: NUFinancials > ChartField Request tile or Navigator > Set-up Financials/Supply Chain > Common Definitions > Design ChartFields > Define Values> ChartField Request > Add a New Value.
Create a Request
Downloading and Installing OneDrive for Mac
Set up OneDrive screen, enter your Northwestern email address and click Sign in.
3. You will be brought to the Office 365 screen. Click the password field and wait for it to redirect you to the
Microsoft Power Automate
files, get notifications, and collect data. Examples of automated workflows include:
When you receive an Outlook email attachment, save Outlook email attachments in your OneDrive
Set up weekly
Northwestern Print: Scan Overview
.
Once you have completed your scan, it will arrive as an attachment to your email.
If you’re loading the document in the Feeder Tray:
Lay the pages face up.
Touch Start