Enhancements to NUPlans for FY 2026 budgeting

1.    Balanced Transfers

·       Optional module for balanced transfer budgeting (available on an opt-in basis)

·       Data flows to Linked from Transfers column in Fund Input views

-        Navigation: (Contributor, Contributor Home tab> Define Transfers under NUPlans Web Menu)

2.    Grant Proposals (Grant Budgeting)

·       Option to assign PI to Grant Proposal

-        Navigation: NUPlans Web > 05. Grant Proposals > Add Grant Proposal

·       Option to modify PI assignment on Grant Proposal

-        Navigation: NUPlans Web > 05. Grant Proposals > Modify Grant Proposal

·       Expanded number of frequently used accounts created with new grant proposals

·       Display of Project PI for Grant Proposals now displayed on Grant Input

-       Navigation: NUPlans Web > 05. Grant Proposals > Modify Grant Proposal

­­

   Reminder: Access training and reference materials in Knowledge Base

·       NUPlans training materials are now accessible in the Northwestern Knowledge Base 

·       Search “NUPlans” at kb.northwestern.edu