Budget Planning and Procedures

The following information can help explain budget planning processes and serve as a resource for budget preparation.

For NUPlans training and access information, please visit the Project Cafe website.

The FY 2014 Budget Preparation April 5th, 2013 NUPlans Readiness presentation can be found here.

The review of salary budgeting in NUPlans from the April 19th, 2013 Budget Managers Meeting can be found here.

FY2015 Planning

NUPlans Budgeting will be going live soon! Annual budget preparation is now completed through NUPlans, and FY 2015 budget submissions will be due by June 20th (June 27th as the final cutoff). Stay tuned for more information about go-live, and visit the Project Cafe site for refresher and new user training and additional information as it becomes available.

FY2014 Planning

FY2014 Budget Requests and All Funds Forecast of Performance

FY2014 Budget and Planning Cycle Provost Call Letter

Account code classes and rollup categories in NUPlans reports

Salary Planning Information

Guidelines for Faculty Salary Planning
This downloadable guide can help in the salary planning process for faculty members.

Salary Planning Contacts
This listing provides contact information for individuals who can answer salary planning questions.

Prior Year Budget Guides

Fiscal Year 2013 Budget Preparation Instructions
This downloadable guide offers detailed instructions for reviewing and updating budget prep data.

Budget Preparation Fiscal Year 2013 Calendar - DRAFT
This schedule provides important due dates during the budget prep process.

Account and Budget Class Codes
This listing provides all PeopleSoft Account codes and their related Budget Class code.

Other:

Process for Setting the Annual Endowment Spending Rate
This web page provides an explanation for how the Endowment Spending rate is determined.