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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

Finance Dashboards

GroupDashboardFormatLast Update
LookupsSegment LookupPDF12/11/2017
LookupsCost Center LookupPDF10/14/2020
LookupsEmployee Lookup  
LookupsFARM Approvers 2025
General LedgerGL Funds AvailablePDF08/25/2019
General LedgerTransaction ExportPDF08/25/2019
General LedgerIncome Statement by Org LevelPDF12/11/2017
General LedgerMonthly Income Statement by Org LevelPDF12/11/2017
General LedgerBalance SheetPDF04/01/2019
General LedgerLegacy Transaction ExportPDF05/02/2018
GrantsGrants Funds AvailablePDF09/26/2019
GrantsExpenditure InquiryPDF10/14/2020
GrantsSummary ReportsPDF12/05/2017
GrantsGrants Installment StatusPDF04/20/2018
GrantsIDC Reporting (three tabs)PDF11/01/2018
GrantsEffort ReportingPDF09/20/2018
GrantsGrants and Internal Awards for Faculty ViewPDF03/20/2018
PurchasingPO SummaryPDF08/05/2024
PurchasingPaymentsPDF09/01/2017
PurchasingConcur DefaultsPDF09/23/2019
Equipment InventoryEquipment Inventory 06/03/2019

Human Resources Dashboards

DashboardFormatLast Update
Employee LookupPDF01/27/2021
Absence ManagementPDF07/21/2020
Appointment Information and CostingPDF07/21/2020
Base Salary ListingPDF11/08/2019
Payroll DetailPDF11/08/2019
Payroll ForecastingPDF11/08/2019
List and Explanation of Human Resources ReportsPDF 
Finance & HR Systems Access DashboardPDF01/27/2021