Navigation Guide for NSTAR Version 10
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Transcript of Navigation Guide for NSTAR Version 10
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Navigation Guide for NSTAR Version 10
February 2014
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Some of the verbiage has changed in Version 10. Below is a table to connect the new terminology with the old:
Navigating in NSTAR Version 10
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Now that you have installed NSTAR Version 10 you can navigate to it in two ways: 1. Through the website athttps://pinon.nau.froot.nau.edu/sap/bpc/web and clicking on ‘EPM Office Add-in Excel’ Make sure you are in the A_NAU_PROD Environment.
Navigating in NSTAR Version 10
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Pick your connection and click ok.
Navigating in NSTAR Version 10
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2. Through Excel on the ‘EPM’ tab, click on ‘Log On Connection’
Navigating in NSTAR Version 10
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In the connection box, click the continue square
Choose the connection Click OK
Navigating in NSTAR Version 10
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Click the ‘Log On’ button
Navigating in NSTAR Version 10
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You are now in NSTAR in Excel. You should see a EPM Context bar across the top of your screen. This shows you what Model you are in.
Navigating in NSTAR Version 10
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The EPM box on the right side of your screen allows you to change Models.
Navigating in NSTAR Version 10
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You can minimize the EPM Context bar and EPM box. To have them reappear use the ‘Show pane and context’ button.
Navigating in NSTAR Version 10
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You should have two connections to choose from: HR-A_NAU_PROD for HR Budgeting Finance-A_NAU_PROD For Finance BudgetingTo change connection use the ‘Data Connection’ dropdown
Navigating in NSTAR Version 10
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For both the HR and Finance Model you have Input Templates and Reports. They can be found under the EPM tab. Use the ‘Open’ dropdown and select ‘Open Server Root Folder’
Navigating in NSTAR Version 10
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The Local input template and all the reports for both the HR and Finance Model can be found in the Company folder. The State input template is in the State User folder.
Navigating in NSTAR Version 10
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The table below lists the location and name of all of the input templates.
Navigating in NSTAR Version 10
Model Folder Input Template
HR Company HR_LOCAL_BUDGET_FTE_Salary_Template PSFINv10
HR State User HR_STATE_BUDGET_FTE_Salary_Template PSFINv10
Finance Company Local_Finance_Budget_PSFINv10
Finance State User State_ Finance_Budget_PSFINv10
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There are two HR Reports located in the Company Folder.
Navigating in NSTAR Version 10
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Both State and Local Finance Reports are located in the Company Folder
Navigating in NSTAR Version 10
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To open a template or report click and highlight the title and click Open, or just double click
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Choose your department ID by double clicking on the yellow choice box
Enter data only in the yellow columns
Navigating in the Templates
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Click Refresh to bring back the information for that department ID.
Click Submit to save and send information to NSTAR.
Click through additional boxes to complete submit process.
You can submit as many times as needed Do not enter pennies or cents in the dollar
amount. Round to the nearest dollar.
Navigating in the Templates
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The HR Template allows you to budget salary and FTE for state and local benefit eligible positions.
Make changes to the FTE in the ‘FTE Change’ column
HR Template
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Salary changes can be made in these four columns depending on the type of change.
You can add comments in the ‘Comments’ column
HR Template
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The Local Finance template allows you to budget for all revenue and expense classes for a department ID.
You will enter values for both the Estimated YE budget for the current year and the new budget for the coming year.
Local Finance Budget Template
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Local Finance Budget Template
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The State Finance template allows you reallocate budget from one expense class to another or to reallocate to another department ID within your cabinet.
State Finance Budget Template
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If you need help please contact your Budget Analyst.
Navigating in NSTAR Version 10