OBI Finance Dashboard Default View
March 5, 2019
As discussed at the Business Forum on February 6, 2019, the Accounting and Reporting Partner Group recommended, with campus input, to make a change to the default view within the OBI Finance Dashboard, General Ledger tab, 鈥淕L Funds Available鈥 report.
This will not change the functionality of GL Funds Available. It will only change the default view that opens when the user selects the GL Funds Available dashboard. This change affects the 鈥淪elect View鈥 drop-down default, changing it from 鈥淩evenue Expense鈥 to 鈥淭raditional.鈥 Both views will still be available via the drop-down to choose from. The Accounting and Reporting Partner Group, through conversations with the members of the Accounting & Reporting Partnership Group, RC Strategy Group, and the attendees of the February 2019 Business Forum reviewed the proposed change and agreed that most users manage to a budget and therefore are more likely to utilize the 鈥淭raditional鈥 view.
This change will go-live on March 7, 2019.
CURRENT:
- The current default view of 鈥淩evenue Expense鈥 shows YTD Revenues, YTD Expenses, YTD Transfers, Net Activity, Beg Balance, and Ending Balance
NEW:
- The new default view of 鈥淭raditional鈥 shows Current Budget, PTD Actuals, YTD Actuals, and Remaining Balance