Ohio University

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
Login and Navigate to Dashboards  PDF
OBI Dashboard Functionality PDF
FMS Reports to OBI Dashboards PDF

 

Finance Dashboard
Format
LOOKUPS GROUP  
Segment Lookup PDF
Cost Center Lookup PDF
Employee Lookup  
FARM Approvers PDF
Conversion Lookup PDF
GENERAL LEDGER GROUP  
GL Funds Available PDF
Transaction Export PDF
Income Statement by Org Level PDF
Monthly Income Statement by Org Level PDF
Balance Sheet PDF
Legacy Transaction Export PDF
GRANTS GROUP  
Grants Funds Available PDF
Expenditure Inquiry PDF
Summary Reports PDF
Grants Installment Status PDF
IDC Reporting (three tabs) PDF
Effort Reporting PDF
Grants and Internal Awards for Faculty View PDF
PURCHASING GROUP  
PO Summary PDF
Payments PDF
EQUIPMENT INVENTORY GROUP  
Equipment Inventory  

 

Human Resources Dashboard
Format
Employee Lookup  
Absence Management Video
Appointment Information and Costing Video
Base Salary Listing  
Payroll Detail  
Payroll Forecasting PDF
List and Explanation of Human Resources Reports PDF
HR Dashboard User Manual PDF