Uploading Budget from a File in NUPlans

Users have the option to mass load Fund based budget entries from a comma separated value (.csv) file in NUPlans. 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 are supported. Benefits budgets will calculate automatically and auto-balancing (where relevant) will continue to operate as before. Existing, active account codes will be added automatically. Prep File role is required for access.


Step 1:  Navigate to Budget Upload Page

From NUPlans Web:
       

1.       Click Applications >  01.Administrative > Upload budget from a file

2.       Upload Budget tab opens and page appears to the right of menu as shown below

 

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From NUPlans Contributor:


1.       After taking ownership, click Upload budget from a file in NUPlans Web Menu on Contributor Home page

2.       Budget Upload page appears to the right of menu as shown below

 

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Step 2:  Download Budget Upload Template

Budget Upload Page

 

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Step 3:  Enter Budget Data

Excel Spreadsheet

 

1.       Open downloaded .CSV file

2.       Enter Fund, Department, Project and Account values appropriate for your area

3.       Enter Fiscal Year Budget amount(s) to be used for the chartstring(s) entered in FY Budget Input column

4.       Enter appropriate notes for the entry – this may be left blank.

5.       Save file as .CSV

 

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Step 4:  Upload File into NUPlans

Budget Upload Page

 

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Step 5:  Import File into NUPlans

Budget Upload Page

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Step 6. Confirm Import in NUPlans Contributor

Begin by logging in to NUPlans Contributor

 

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Related Content/Articles: TBD



For additional assistance please contact the IT Support Center at 847-491-4357 (1-HELP) option 2, or consultant@northwestern.edu.




Keywords:NUPlans, Budget, Upload, Import   Doc ID:112569
Owner:ESAF GL Team .Group:Northwestern
Created:2021-07-22 11:34 CDTUpdated:2021-07-23 09:45 CDT
Sites:Northwestern
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