Beginning in mid-August 2016, FFRA website content will be moving to the Northwestern IT site's new section for Administrative Systems.

NUPlans Roles

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

Role Assignment Definitions

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 except Commitments Prep File; intended for users who have responsibility for submitting the forecast for their entire prep file area