Problem: Sometimes Opp Admins need their portfolio IDs and there's no good way for them to get that information en masse. For example, when we ask them to complete a renewals worksheet . We can provide that for them but when it's a decentralized insititution our reports include ALL scopes so then someone has to parse it out for them. It would be helpful if they had access to the Opportunity Portfolio Report OR if we could provide Portfolio ID in the Opps grid.
Client Name "shard name" | vcu |
Functional Unit | Grids , Reports |
Employee Name | Mary Trautman |