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	PDF	11/02/2023
FMS Reports to OBI Dashboards	PDF	01/04/2018

Finance Dashboard	Format	Last Update
LOOKUPS GROUP
Segment Lookup	PDF	12/11/2017
Cost Center Lookup	PDF	10/14/2020
Employee Lookup
FARM Approvers	PDF	07/07/2020
Conversion Lookup	PDF	12/11/2017
GENERAL LEDGER GROUP
GL Funds Available	PDF	08/25/2019
Transaction Export	PDF	08/25/2019
Income Statement by Org Level	PDF	12/11/2017
Monthly Income Statement by Org Level	PDF	12/11/2017
Balance Sheet	PDF	04/01/2019
Legacy Transaction Export	PDF	05/02/2018
GRANTS GROUP
Grants Funds Available	PDF	09/26/2019
Expenditure Inquiry	PDF	10/14/2020
Summary Reports	PDF	12/05/2017
Grants Installment Status	PDF	04/20/2018
IDC Reporting (three tabs)	PDF	11/01/2018
Effort Reporting	PDF	09/20/2018
Grants and Internal Awards for Faculty View	PDF	03/20/2018
PURCHASING GROUP
PO Summary	PDF	08/05/2024
Payments	PDF	09/01/2017
Concur Defaults	PDF	09/23/2019
EQUIPMENT INVENTORY GROUP
Equipment Inventory		06/03/2019

Human Resources Dashboard	Format	Last Update
Employee Lookup	PDF	01/27/2021
Absence Management	PDF	07/21/2020
Appointment Information and Costing	PDF	07/21/2020
Base Salary Listing	PDF	11/08/2019
Payroll Detail	PDF	11/08/2019
Payroll Forecasting	PDF	11/08/2019
List and Explanation of Human Resources Reports	PDF
Finance & HR Systems Access Dashboard	PDF	01/27/2021