OBI Training
OBI Reference Guides and Videos
There are two eLearning courses available through the Professional Development Pathways to learn about using OBI: OBI Navigation covers basic OBI functionality and OBI Fundamentals reviews the primary pages on the Finance Dashboard.
To register for these courses, go to courses on the Professional Development Pathways website.
| OBI Functionality Reference Materials | Format | Last Update |
|---|---|---|
| OBI General Functionality | 11/02/2023 | |
| FMS Reports to OBI Dashboards | 01/04/2018 |
| Finance Dashboard | Format | Last Update |
|---|---|---|
| LOOKUPS GROUP | ||
| Segment Lookup | 12/11/2017 | |
| Cost Center Lookup | 10/14/2020 | |
| Employee Lookup | ||
| FARM Approvers | 07/07/2020 | |
| Conversion Lookup | 12/11/2017 | |
| GENERAL LEDGER GROUP | ||
| GL Funds Available | 08/25/2019 | |
| Transaction Export | 08/25/2019 | |
| Income Statement by Org Level | 12/11/2017 | |
| Monthly Income Statement by Org Level | 12/11/2017 | |
| Balance Sheet | 04/01/2019 | |
| Legacy Transaction Export | 05/02/2018 | |
| GRANTS GROUP | ||
| Grants Funds Available | 09/26/2019 | |
| Expenditure Inquiry | 10/14/2020 | |
| Summary Reports | 12/05/2017 | |
| Grants Installment Status | 04/20/2018 | |
| IDC Reporting (three tabs) | 11/01/2018 | |
| Effort Reporting | 09/20/2018 | |
| Grants and Internal Awards for Faculty View | 03/20/2018 | |
| PURCHASING GROUP | ||
| PO Summary | 08/05/2024 | |
| Payments | 09/01/2017 | |
| Concur Defaults | 09/23/2019 | |
| EQUIPMENT INVENTORY GROUP | ||
| Equipment Inventory | 06/03/2019 |
| Human Resources Dashboard | Format | Last Update |
|---|---|---|
| Employee Lookup | 01/27/2021 | |
| Absence Management | 07/21/2020 | |
| Appointment Information and Costing | 07/21/2020 | |
| Base Salary Listing | 11/08/2019 | |
| Payroll Detail | 11/08/2019 | |
| Payroll Forecasting | 11/08/2019 | |
| List and Explanation of Human Resources Reports | ||
| Finance & HR Systems Access Dashboard | 01/27/2021 |