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
Last Update
Login and Navigate to Dashboards  PDF 12/01/2017
OBI Dashboard Functionality PDF 11/15/2017
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 12/11/2017
Employee Lookup    
FARM Approvers PDF 02/04/2019
Conversion Lookup PDF 12/11/2017
GENERAL LEDGER GROUP    
GL Funds Available PDF 09/23/2019
Transaction Export PDF 09/24/2019
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 12/05/2017
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 12/11/2017
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 11/08/2019
Absence Management PDF 11/08/2019
Appointment Information and Costing PDF 11/08/2019
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  
OBI - Institutional Base Salary (IBS) Dashboard PDF 08/14/2019