OBI Dashboard updates deployed

October 3, 2018

On Tuesday, October 2, changes were deployed to the Finance dashboards.

General Ledger Funds Available

Segment Value Prompts: The prompts were modified for selecting segment values. Previously, you were able to select a range for each GL segment. The revised prompts allow you to select individual values as well as to use the More/search screen to select segment values. This change was requested by the Accounting and Reporting Partner Group and reviewed at the August Business Forum. If you are not familiar with selecting values through the search screen, you can find information in the Oracle Navigation course offered under the Professional Development Pathways program.

New Foundation ID prompt: All gift funding sources have a common four digit foundation ID (the last four digits of the six digit source #). By using this prompt, you can see the related sources for the foundation sources (endowment corpus, endowment appreciation, distribution spending, etc.). To learn more about foundation IDs, refer to the Gift and Endowment Sources Quick Reference Guide.

NOTE: Some of the sources are tracked through non-operating entities. If you want to see all of these sources together, you’ll need to use Entity Parent R0 (R-zero) to both the operating and non-operating entities together.

Drill down from Primary Results: The former version provided Cost Center drill down for Income Statement Cost Center and Object Summary; both of these report on the Entity-Source-Org (three segment) cost center. We have added two additional drill down options:

Object Summary W Actv (summarizes by four segment cost center: Ent-Source-Org-Activity)
Object Summary W Actv Fnc (summarizes the five segment cost center: Ent-Source-Org-Activity-Function)

Drill down on Transactions: From screens displaying GL transactions, you can now drill down on:

the Journal Header Name field to display all lines of the journal entry
the Cost Center (for PAYEXP transactions) to display the PEDS transactions included in the journal line (for users who also have HR dashboard access).

GL Transaction Export

Drill down on Transactions: Users, who also have HR dashboard access, can now drill down on the transaction cost center to display the PEDS transactions included in the journal line.

Grants Funds Available

Drill down on Transactions: Users, who also have HR dashboard access, can now drill down on the Transaction ID to display the PEDS transactions included in the journal line.

Grants Expenditure Inquiry