Reporting (Financial)

Modernization of Financial Reporting (MFR) Project Update

May 11, 2017

OBI Financials Pilot

The MFR Project Team continues to prepare for the go-live of the OBI Financials Dashboards beginning this summer.  Are you ready to use the OBI Financials Dashboards with enhanced security features?  The Project Team continues to build and test the DAC 2.0 solution which will include dual segment security (security based on select two segments of the Chart of Account such as Org-Fund, Org-Root), the ability for a user to have multiple roles, and non-contiguous segment values.  These additional security features will ensure...

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Modernization of Financial Reporting (MFR) Project Update

April 13, 2017

OBI Financials Pilot

The MFR Project Team continues to prepare for the go-live of the OBI Financials Dashboards beginning this summer. We have completed the individual school specific Change Management sessions and have begun to put together school specific go-live plans. The Project Team is building the Data Access Controls (DAC) 2.0 solution, developing training materials and conducting Pilot User Sessions to provide greater familiarity with the dashboards.

The Project Team continues to design and build the DAC 2.0 solution which will be delivered in the...

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Modernization of Financial Reporting (MFR) Project Update

March 16, 2017

OBI Financials Pilot

The Project Team is designing and building the Data Access Controls (DAC) 2.0 solution which is expected to meet most of the access control requirements for each dashboard and school.  DAC 2.0 is planned to be delivered in the Production environment by the end of May for pilot users to continue testing the system with enhanced security features.  Some of the features included in the DAC 2.0 solution are dual segment security (security based on select two segments of the Chart of Account such as Org-Fund, Org-Root), the ability for a user to have multiple roles and non-contiguous segment values.  These enhanced security features will allow us to not only near the final security solution, but also expand the pilot with additional users across the schools and departments.

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Modernization of Financial Reporting (MFR) Project Update

February 16, 2017

OBI Financials Pilot

With our most recent release in January we implemented, “single-segment security” allowing access to dashboards based on authorized TUB, ORG, FUND, ACTIVITY or ROOT.  This enhanced security is referred to as “Data Access Controls 1.0” (DAC 1.0) and has allowed us to expand the pilot participation to include departmental administrators in some of the schools and units.  These additional pilot users will continue to help us uncover any data issues and elevate local concerns in preparation for the full scale rollout in July 2017.  ...

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Modernization of Financial Reporting (MFR) Project Update

January 12, 2017

OBI Financials Pilot
As of late November, all 14 new OBI Financials dashboards are in production and are being piloted by over 120 Pilot Users. These pilot users have been providing great feedback to their Engagement Councils, who in turn have provided this information to the MFR Finance Working Group and Project Team – there are now over 130 items that have been collated and prioritized in our backlog!

Currently, OBI Security is set based on Tub. However in the January release, “single-segment security” will be implemented which will allow access to the...

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Modernization of Financial Reporting (MFR) Project Update

December 8, 2016

Grants Management Dashboards

The CREW Grants Management reports were decommissioned on Friday, Dec 1 and are no longer available, with the exception of the Sponsored Invalid Code Combinations and GMAS User Security reports.  As of Friday, December 2, all scheduled Grants Management reports have also been terminated and removed from CREW.  The OBI Grants Management reports are available and will be the source for grants management reporting going forward. 

If you have not yet attended an OBI Grants Management dashboard training, there are more...

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Modernization of Financial Reporting (MFR) Project Update

September 15, 2016

Fall Pilot for Financials Dashboards 

All hands are on deck as the MFR Project Team and local Engagement Councils prepare for the kick-off of the Financials Dashboard Pilot in November.  Over the next 6-8 months we will gradually be building our pilot audience.  The current timeline is as follows:

  • November 2016 – Pilot with select tub financial officers
  • February 2017 – Pilot with select departmental administrators
  • May 2017 – Pilot with additional departmental administrators...
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Modernization of Financial Reporting (MFR) Project Update

July 14, 2016

Detail Listing Outreach Survey—thanks for sharing your thoughts and opinions!!

Last month, more than 500 individuals completed an online survey to provide specifics about their use of the Detail Listing CREW report and how to best address their needs with the future design of the OBI Detail Transaction Listing (DTL) dashboard.  The Finance Working Group believes in the importance of end users having a say in the redesign of the CREW reports and the findings from this survey...

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Modernization of Financial Reporting (MFR) Project Update

June 16, 2016

Year-End Processes and OBI

As many of you focus on year-end activities, you should be aware that the OBI dashboards can make the job a lot easier. Here are a few reminders about specific dashboards and how they may be useful in year-end processes. 

  • Unclaimed Wires – available to all OBI users in the Cash Management Folder allows you to review all wires that are currently unclaimed. There are millions of dollars looking for the right 33-digit home...
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