Tips:

Look Up NUPlans User Security

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.

 

Contents

View Current Security for One User

1. Navigation: NUPlans Web > Select an Application (nu_forecasting or nu_planning_FYxx) > Log In to NUPlans > Applications > Administrative folder > User Access

Graphic of Applications > Administrative folder > User Access

2. Open the }Groups dimension on the rows by clicking the arrow on the right side of the dimension:

    Graphic of Groups dimension

Graphic of Dimension Subset Editor

3. Click the filter icon and select Filter by Expression.

Graphic of Filter Subset menu on the filter icon

4. Type in the NetID of the user and click OK.

5. When the Subset window on the right shows the user you're looking for, click OK.

View Current Security for Specific Budget Grouping(s)

1. Navigation: NUPlans Web > Select an Application (nu_forecasting or nu_planning_FYxx) > Log In to NUPlans > Applications > Administrative folder > User Access

Graphic of Applications > Administrative folder > User Access

2. Open the G_BudgetGrouping dimension on the rows by clicking the arrow on the right side of the dimension:

    Graphic of Budget Grouping dimension

Graphic of Dimension Subset Editor

3. Select the budget grouping(s) you want to see user access for.

    1. Click the Graphic of - collapse button collapse button to the left of the NU budget grouping, to collapse all its children, so it will look like this: Graphic of NU budget grouping collapsed.
    2. Then click the Graphic of + expand button expand button to expand NU, to get a listing of all the prep files with their child budget groupings consolidated.
    3. Use control + click to select the prep files you want to see and then click the Graphic of Keep Selected Element(s) button Keep Selected Element(s) button.
    4. Only the selected elements are displayed in the right-side window, click the Graphic of tree expand button Tree Expand button and select Expand Tree Fully from the menu that appears. This will expand both prep files to show all budget groupings within them.
    5. Click OK.

Graphic of Filter Subset menu on the filter icon

    1. Click the filter icon and select Filter by Expression.
    2. Type in the name of the Budget Group and click OK.
      • Use asterisks on both side of the Budget Group to say "contains" (e.g. *FFRA*).
    3. If, after filtering, the results match what you're looking for, click OK.
      • If you need to select only some of the budget groupings returned in the search results, then Use control + click to select the ones you want in the window on the right side of the pop-up, and then click the Graphic of Keep Selected Element(s) button Keep Selected Element(s) button. Then click OK.

The view will reload to show only users with access to the budget groupings selected.

Export Results to Exel

1. In the Actions Menu, select Export, and then select Snapshot to Excel:

2. Choose number of rows to export: "Export All Rows in the View".

3. Click OK.