Navigation Guide for NSTAR Version 10

February 2014

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

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

Pick your connection and click ok.

Navigating in NSTAR Version 10

2. Through Excel on the ‘EPM’ tab, click on ‘Log On Connection’

Navigating in NSTAR Version 10

In the connection box, click the continue square

Choose the connection Click OK

Navigating in NSTAR Version 10

Click the ‘Log On’ button

Navigating in NSTAR Version 10

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

The EPM box on the right side of your screen allows you to change Models.

Navigating in NSTAR Version 10

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

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

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

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

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

There are two HR Reports located in the Company Folder.

Navigating in NSTAR Version 10

Both State and Local Finance Reports are located in the Company Folder

Navigating in NSTAR Version 10

To open a template or report click and highlight the title and click Open, or just double click

Navigating in NSTAR Version 10

Choose your department ID by double clicking on the yellow choice box

Enter data only in the yellow columns

Navigating in the Templates

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

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

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

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

Local Finance Budget Template

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

If you need help please contact your Budget Analyst.

Navigating in NSTAR Version 10