Resources

There are many resources to assist users with OBI Financial Reporting. Resources range from general-interest materials that are applicable across the spectrum of the system, to dashboard-specific materials.

Expand / Collapse All

General

• OBI Quick Start Guide
• RM3 to OBI Crosswalk (all dashboards)
• RM3 to OBI Crosswalk (all RM3 reports retiring 7/31 and 10/31)
• Answers to FAQs
• Finance DG Center Dashboard
• Open Labs
• Predefined Report List
• OBI Dashboard Basic Navigation

Revenue and Fund Management (RFM)

• Quick Start Guide
• Task Mapping (answering common business questions)
• Selection Criteria List of Values
• Data Fields Available in Dashboard Tabs
• Endowment Glossary
• Affected RM3 Reports
• Information Session Recordings (overview and demo)
• See also:
  • Report Overview
  • How To... (short demos and step-by-step instructions)

Procure to Pay Reporting (P2P)

• Quick Start Guide
• Task Mapping (answering common business questions)
• Affected RM3 Reports
• Information Session Recordings (overview and demo)
• See also:
  • Report Overview
  • How To... (short demos and step-by-step instructions)

Consolidated Expenditure Reporting (CER)

• Answering Common Business Questions (step-by-step instructions)
• RM3 to OBI Crosswalk
• Task Mapping
• Affected RM3 Reports
• See also:
  • Report Overview
  • How To... (short demos and step-by-step instructions)

Expense Requests and SU Card Activity Reporting (ER)

• RM3 to OBI Crosswalk
• Task Mapping
• Expense Request Efficacy Quick Start Guide
• See also:
  • Report Overview
  • How To... (short demos and step-by-step instructions)

Payroll and Labor Management Reporting (PLM)

• RM3 to OBI Crosswalk
• Task Mapping
• See also:
  • Report Overview
  • How To... (short demos and step-by-step instructions)