Fingate Financial Reporting > OBI Financial Reporting > OBI Archived News and Bulletins

OBI Archived News and Bulletins

Issue# Posted Date Title
40 June 25, 2019
  • Auto-email for 285 Statement Retires (for Sponsored PTAs)
  • Now You Can Zoom into Open Lab
  • 'Last Closed' Added to GL Fields
  • Expenditure Type Name Changes
39 March 7, 2019
  • Timely Tips for Year-End Close
  • Scheduling BI Publisher Reports
  • Transfer Detail Report in RFM
  • Changes in OBI
38 October 24, 2018
  • New to the Dashboard: Labor Schedule Report
  • Tidemark FY19 Budget Data Available
37 August 8, 2018
  • Timely Tips for Year-End Close
  • Scheduling BI Publisher Reports
  • Transfer Detail Report in RFM
  • Changes in OBI
36 July 9, 2018
  • A New Look for PLM Reporting
  • Endowment funds in RFM
  • New purchase requisition information in P2P
35 November 27, 2017
  • A New Look for PLM Reporting
  • RFM Hands-on Workshops: Want More?
  • OBI Playbook: Tips for Success
  • RFM Issues & Enhancements
34 October 31, 2017
  • Goodbye to RM3
  • RFM Hands-on Workshops
  • More Help with the Change
  • Issues & Enhancements
33 October 2, 2017
  • Hands-on Training for RFM
  • RM3 is Going Away
  • What are RFM Users Saying?
  • Issues & Enhancements
32 September 5, 2017
  • Adventures in Reporting: Isabel Alvarez-Valdez
  • QA's rescheduled
  • RM3 is going away
  • Issues and enhancements
  • Moving the lab
31 August 11, 2017
  • RFM Reporting Arrives
  • QA Sessions Scheduled
  • New Authority Names
  • Whole Person View
  • Issues & Enhancements
30 July 17, 2017
  • Adventures in Reporting: Martha Ferguson
  • RFM Info Sessions
  • RM3-to-OBI Crosswalks
  • Don’t Forget the Labs!
29 June 21, 2017
  • OBI to Add Revenue and Fund Management Reporting
  • RFM Info Sessions
  • RM3 P2P Reports Retire 7/31
  • Remaining RM3 retires 10/31
28 April 10, 2017
  • P2P Is Taking Off
  • Accessing P2P Reporting
  • RM3 Reports to Retire
  • QA Sessions
27 March 9, 2017
  • Adventures in Reporting – Blake Grenier
  • P2P Reporting Is Coming April 10
  • Step Up to OBI Reporting
  • What Do P2P Reports Offer?
  • Learn More: Info and Support
26 November 29, 2016 Open Labs for OBI financial reporting at Porter Drive and campus locations
25 October 31, 2016
  • RM3 Expenditure Reports Are Retired
  • CER Workshops
  • How-to Support on Video
  • Supplemental Open Labs
24 October 17, 2016
  • OBI Workshops
  • Retiring Reports
  • Training and Support
  • More Open Labs
Bulletin October 14, 2016 OBI Updates Its Look to 12c
23 September 13, 2016
  • RM3 Ready for Retirement
  • iCe cReam
  • How-to's on Video
  • CER QA Session
22 August 08, 2016
  • 285-like Report in OBI
  • Keep on (Ice Cream) Truckin’
  • CER Issues and Enhancements
  • QA Sessions Are Back
21 July 29, 2016
  • Ice Cream Promotion Details
  • New Reporting Directory
  • Search Data Governance Center
  • Burn Rate How-to Video
20 July 15, 2016
  • Free Ice Cream for CER Converts
  • New Reporting Directory
  • Search Data Governance Center
  • Burn Rate Video How-to
19 June 15, 2016
  • Coming Soon: 285-like Report
  • CER Enhancements on Fingate
  • Open Lab at Porter Drive
18 May 10, 2016
  • Adventures in Reporting – Amy Koh
  • CER: 'Amazing and Useful'
  • CER QA Sessions
  • Drop-in lab location change
17 April 7, 2016
  • CER Q-A Sessions
  • Frequently Asked Questions
  • Enhancements to CER
  • Training Resources
16 March 21, 2016

Consolidated Expenditure Reporting Is Now Available

  • Previewers of CER: Thumbs-up
  • How to Make the Most of CER
  • Training Resources
15 March 15, 2016
  • Adventures in Reporting – Becky Lappin
  • CER Info and Demo
  • Resources to Assist You
14 March 8, 2016
  • Adventures in Reporting – Jane Nguyen
  • Access and Training
  • View a CER Demo
13 February 17, 2016
  • Adventures in Reporting – Patrick Coogan
  • Big turnout for UAT
  • What's to love about CER?
  • Information Sessions
12 January 25, 2016

What are they saying about Consolidated Expenditure Reporting? "More robust"... "More intuitive and user-friendly"

11 December 7, 2015

Expenditure Reporting Steps Up

  • CER Campus Outreach
  • Plenty of Training Ahead
  • Support You Can Count On
10 January 29, 2015
  • Adventures in Reporting – David Meza
  • Phase 2: Expense Requests Reporting
  • Online Training
  • New Dashboard Preview
  • Drop-in Lab
9 Oct. 27, 2014
  • OBI: The Next Release
  • Adventures in Reporting – John Duffy
  • Retiring RM3 Reports
  • Making Headcount Easier
  • Ongoing Improvements
8 September 2, 2014
  • Adventures in OBI PLM Reporting – John Duffy
  • Adventures in OBI PLM Reporting – Michael John Renzi
  • Numerous enhancements have been added to OBI PLM
  • Enhancements:  Take the survey
  • Friday lab:  Drop in
7 June 16, 2014
  • Adventures in OBI PLM Reporting – Michael John Renzi
  • Adventures in OBI PLM Reporting – Anthony Huey
  • Training:  Reproducing RM3 reports in PLM
  • Enhancements:  New columns for salary and hours/FTEs
  • New mapping resource for RM3 reports
6 April 4, 2014
  • Adventures in OBI PLM Reporting – Anthony Huey
  • Adventures in OBI PLM Reporting – Randy Soares
  • New Timecard and Leave Tabs
  • Tracking System Enhancements
  • New Report = RM3 247
5 February 24, 2014
  • Adventures in OBI PLM Reporting – Randy Soares
  • Adventures in OBI PLM Reporting – Maria Van Buiten
  • Reminder:  RM3 LD Reports Retiring
  • OBInfo:  Three new developments enhance user experience
  • QA:  I run reports with the same Org Code or PTA selection criteria each time... Is there a more efficient way?
4 February 12, 2014
  • Adventures in OBI PLM Reporting – Maria Van Buiten
  • Adventures in OBI PLM Reporting – Janet Kouvelas
  • RM3 LD Reports Retiring: Salary Report Workshops
  • OBInfo:  A new column allows you to drill down to the Labor Schedule detail report for more information
  • QA:  How can I use the interactive features of OBI PLM to customize my display?
3 January 27, 2014
  • RM3 LD Reports to Be Retired Feb. 28
  • Adventures in OBI PLM Reporting – Janet Kouvelas
  • Adventures in OBI PLM Reporting – Galina Malukhina
  • OBInfo:  You can use the "My Account" link to set the Payroll and Labor Management Dashboard as your "Starting Page"
  • QA:  How can we understand the Organization Suspense account data?
2 January 10, 2014
  • Adventures in OBI PLM Reporting – Galina Malukhina
  • Adventures in OBI PLM Reporting – Katie Talamantez
  • Reminder: Retirement of RM3 LD Reports
  • OBI PLM Survey
  • QA:  Which PLM report should I run to get Labor Distribution Adjustments information?
1 December 10, 2013
  • Adventures in OBI PLM Reporting – Katie Talamantez
  • Retirement of RM3 LD Reports
  • OBI PLM Survey
  • OBInfo:  When entering selection criteria for Organization, the "School/VP Budget Unit" field is optional.
  • QA:  What does "PLM Organization Perspective" mean?

 

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