February 2014

 Some of the verbiage has changed in Version 10. Below is a table to connect the new terminology with the old:

Now that you have installed NSTAR Version 10 you can navigate to it in two ways:  1. Through the website at and clicking on ‘EPM Office Add-in Excel’ Make sure you are in the A_NAU_PROD Environment.

 Pick your connection and click ok.

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

 In the connection box, click the continue square  Choose the connection  Click OK

 Click the ‘Log On’ button

 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.

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

 You can minimize the EPM Context bar and EPM box. To have them reappear use the ‘Show pane and context’ button.

You should have two connections to choose from:  HR-A_NAU_PROD for HR Budgeting  Finance-A_NAU_PROD For Finance Budgeting To change connection use the ‘Data Connection’ dropdown

 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’

 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.

 The table below lists the location and name of all of the input templates. ModelFolderInput Template HRCompany HR_LOCAL_BUDGET_FTE_Salary_Template PSFINv10 HRState User HR_STATE_BUDGET_FTE_Salary_Template PSFINv10 FinanceCompany Local_Finance_Budget_PSFINv10 FinanceState User State_ Finance_Budget_PSFINv10

 There are two HR Reports located in the Company Folder.

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

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

 Choose your department ID by double clicking on the yellow choice box  Enter data only in the yellow columns

 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.

 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

 Salary changes can be made in these four columns depending on the type of change.  You can add comments in the ‘Comments’ column

 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.

 The State Finance template allows you reallocate budget from one expense class to another or to reallocate to another department ID within your cabinet.

 If you need help please contact your Budget Analyst.