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NUPlans Role Assignment Definitions

Below is a list of definitions for the assigned roles in the system. Please note that each user may have multiple roles.

Budgeting Roles

General

Access to budget input for fund tabs, salary budgeting by chart string, and driver-based budgeting, viewing the carry forward and allocations tabs, and the ability to add chart strings and/or change chart string status

Planner

Access to budget input for fund tabs, salary budgeting by chart string, and driver-based budgeting, and viewing the carry forward and allocations tabs

Salary

Access to employee-level salary budgeting in compensation input and related tabs, and access to add a salary placeholder; unable to view confidential employees (those with an HR home department ID ending in 90 or 96)

Salary - Confidential

Access to employee-level salary budgeting in compensation input and related tabs, and access to add a salary placeholder; able to view confidential employees (those with an HR home department ID ending in 90 or 96)

Grants

Access to grant expense planning in grants tab, and access to add a grant proposal

Commitments

Access to review and propose commitments usage

Report

Access to view budget reports in the NUPlans Web application

Create Version 2

Able to create an alternate budget scenario

Create Version 3

Able to create an area-approved budget

Prep File

Includes all other roles except Salary – Confidential; intended for users who have responsibility for submitting the budget for their entire prep file area

Forecasting Roles

Forecast

Access to chart string forecasting for non-grant funds

Commitments

Access to create and maintain commitments

Commitments Prep File

Access to create and maintain commitments, including Dean/VP commitments; intended for users with the Prep File role who have responsibility for forecasting an entire prep file area

Salary

Access to forecast salaries on user-defined salary placeholders; does not provide access to any employee-level salary data

Grants

Access to grant expense forecasting

Tuition

Access to forecast tuition on user-defined tuition programs

Report

Access to view forecasting reports within NUPlans

Prep File

Includes all other roles; intended for users who have responsibility for submitting the forecast for their entire prep file area

Viewing User Access

  • Users with the Prep File role in NUPlans can view user access for their prep file’s budget groupings by using the User Access view located in the Administrative directory in NUPlans Web, for both Budget Prep and Forecasting.
  • The User Access Instructions web form provides more information on requesting security changes.

Image of user access menu in NUPlans

Last Updated: 30 January 2017

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