Creating a new chart string in NU Core

*When creating a chart string for the first time in NU Core, it must be added to the Owner/PI of the chart string (not to the user who will have approval to use it)

  1. Select the ‘Users’ tab
  2. On the left hand menu, click ‘payment sources’
  3. Enter all or part of the chart string in the search box to check if it already exists in NU Core (if it does, it will appear below the search box)
    1. If entering more than one component of the chart string you must include hyphens in appropriate locations. (e.g. 171-1000000-12345678-01)
  4. If the chart string has not been found in the search click ‘Add Payment Source
  5. Enter the name or NetID of the PI who owns the chart string and click ‘Search’
  6. If the user exists, click on their name (if they do not, follow instructions above on how to add a new internal user)
  7. Enter the full chart string under ‘Payment Source Number’ including hyphens
  8. For the description either enter the name of the grant/account/project name, or if you do not have this information enter the PI’s last name, followed by the last 4 digits of the project ID (example: Smith 4582)
  9. Lastly, click ‘Create’