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Capital Transaction Adjustment Form

2022-11-14

Updated to redirect to new cost transfer system page

Update
Purpose and Use of Org Codes

2022-07-08

Updated with text from "Organization Hierarchy/PTA Owning Attribute Best Practice" on the need to assign all PTAs to lowest org.

Update
Purchase Capital Equipment

2022-02-23

Update Purchasing Capital Equipment section

Update
Order Capital Equipment through SmartMart Catalog Suppliers

2022-02-10

Updated "SmartMart" to "SmartMart Catalog Suppliers" on this How To

Update
OBI Dashboard: Revenue and Fund Management (RFM)

2021-09-10

Added Launch buttons for each RFM report

Update
Capital Assets on OBI Expenditure and Fund Reports

2021-09-07

Changes applied to reflect the most recent changes in the OBI reports.

Update
Commitment Management System (CMS)

2021-03-26

The Commitment Management System (CMS) is a financial planning and forecasting tool for school and department staff.

Update
Organizational Hierarchy and PTA Owning Attributes Best Practices

2021-01-11

Major update enhancing guidance to cover a wide range of situations and considerations.

Update
Request New or Change Existing Org Codes

2020-09-18

FY21 timeline posted for requesting new or changes to existing org codes

Update