NUPlans Compensation Chart String Statuses

This article explains, in chart form, the meanings of the various statuses associated with NUPlans Compensation chart strings.

NUPlans Compensation Chart String Statuses


The chart string status column of the compensation views of NUPlans Contributor helps you spot chart string errors or confirm your expectations about the funding sources used to budget compensation.


Chart String Status 

Is the C/S in your Budget Grouping? 

Does compensation input flow to the budget (in Fund views)? 

How does the input appear in the Comp Summary view? 

Active 

Yes 

Amount flows to the budget and is visible in the Fund views. 

Budgeted (Included in Budget Grouping) 

Inactive 

Yes 

Amount does not flow to the budget. You should reactivate the chart string if you want the expense to flow into the budget. 

Inactive 

Do Not Budget 

Yes 

Amount does not flow to the budget. You should reactivate the chart string if you want the expense to flow into the budget. 

Not in Budget Grouping 

Grant Exists / Grant Proposal Exists 

Yes 

Amount flows to the budget. Amount is visible in the Grant Input view and is included in grant F&A calculations. 

Grant Funds 

Grant Exists / Grant Proposal Exists – account code is needed  

Yes 

Amount does not flow to the budget.  
You may need to add an account to the chart string. 

N/A 

Grant Exists, not in your budget grouping 

No 

Amount is not included in grant F&A calculations since you cannot budget for other departments. 

Not In Budget Grouping 

Grant does not exist in NUPlans 

N/A 

Amount is not included in F&A calculations.  
You may need to correct the chart string. 

Not In Budget Grouping 

Department not in your budget grouping 

No 

Amount does not flow to the budget, because you cannot budget for other departments. 

Not In Budget Grouping 

Fund not budgeted 

N/A 

Amount does not flow to the budget.  
You may need to correct the chart string. 

Not In Budget Grouping 

Full chart string does not exist in NUPlans 

N/A 

Amount does not flow to the budget.  
You may need to add an account to the chart string. 

Not In Budget Grouping 

Fund does not exist in NUPlans 

N/A 

Amount does not flow to the budget.  
You should correct the chart string. 

N/A 

Account cannot be used at the employee level. 

N/A 

The account code is one that is restricted to the summary level only. Change the account code and/or budget for that account code in Comp Budget by Chart String instead. 

N/A 



For additional assistance please contact the IT Support Center at 847-491-4357 (1-HELP) option 7, or consultant@northwestern.edu.




Keywords:NUPlans, "Compensation Chart String", "Compensation Chartstring"   Doc ID:117895
Owner:ESAF GL Team .Group:Northwestern
Created:2022-04-11 18:02 CDTUpdated:2022-04-15 10:19 CDT
Sites:Northwestern
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