51ĀŅĀ×

On July 8, 2025, several enhancements were implemented in the OBI Grants Funds Available dashboard, including new prompts and columns designed to give users greater flexibility in accessing grants data. These updates introduce new prompts and columns that more closely reflect the data tracked in the Cayuse systemā€”enhancing alignment and improving the overall consistency between platforms.

An updated Grants Funds Available quick reference guide has been posted to the finance website to reflect these dashboard changes:  /sites/default/files/sites/finance/systems/files/FSE_Grants_Funds_Available_WEB.pdf

New Prompts:

• Agency Name ā€“ The billable agency setup on the award.
• Prime Funding Agency ā€“ The agency that originally awarded funds to the billable agency setup on the award. NOTE: this is only applicable to awards that receive pass-through funding.
• Sponsor Type ā€“ The type of sponsor (Federal, State, Other Gov., Private, Muni OUF, Private OUF). NOTE: this is only applicable to awards with Sponsored award types.
• Award Purpose ā€“The function for that award, summarized to the Function segment value in the General Ledger.

New Columns: 

• Prime Funding Agency Name
• Prime Funding Agency #
• Prime Funding Agency Name
• Original Funding Source #
• Original Funding Source Name
• IDC Schedule
• Full IDC Rate
• Award Ref Cayuse Award #
• Award Close Date

These new columns are automatically hidden in the dashboard, except for the ā€œPrime Funding Agency Nameā€ column, which is automatically included in the displayed results.  The remaining columns will be included in your results if you export the dashboard to Data CSV or Data Excel; or you may simply right click on the header column in OBI and add these fields through the ā€œInclude columnā€ feature.

Want a quick refresher on how to include or exclude columns in OBIā€”or just need a general overview of how OBI works? Check out our OBI General Navigation Quick Reference Guide: /sites/default/files/sites/finance/systems/files/obi/OBI_General_Functionality.pdf

Upcoming Dashboard Enhancements

In August, we plan to make improvements to the Grants Expenditure Inquiry dashboard by adding more prompts to make it easier for users to search for specific transactions. These new prompts will include supplier name, invoice description, and expenditure cost.       Additionally, we plan to make improvements to the prompts on the Payroll Detail and Payroll Forecasting dashboards by allowing users the option to limit their results to only PTA accounts.

If you have any questions about these dashboard changes, please reach out to financecustomercare@ohio.edu.