Customization Option for Budget to Actuals Detail SPFF (for viewing Faculty Funds)

OTBI dashboards (ROBI) developed in 2021 had the capacity to review Faculty Fund balances by task line. For those users who continue to use ROBI because of this view, and worry that this view will be lost to them when the tool is ultimately decommissioned, we have good news.

Faculty Fund balances by task line can be replicated exactly in iO using the SPFF Budget to Actuals Dashboard.

To replicate the view, search for the faculty fund by project number.
Once the results of the analysis load, simply right click on the ‘Expenditure Category’ column and click ‘exclude’.

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