Add Codes and Portfolio Project IDs to the BAM Opportunity Export

Foundation sends our budgets each year, organized by code. Because BAM does not include codes on the opportunity export, we have had to enter budgets manually. Adding a code field to the export would really help us be more efficient.

  • Lindley Jones
  • May 20 2021
  • Reviewed: Voting Open
Client Name "shard name" appstate
User System Admin
Functional Unit Files
Employee Name Lindley Jones
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  • Lindley Jones commented
    March 02, 2022 20:22

    Revisiting this in hopes of getting a response from the Enhancement team. It doesn't seem like it would take a great deal of effort but it would greatly improve our experience. Added AWARDS-I-414 for visibility.

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  • Rachael Tubb commented
    March 02, 2022 15:57

    Not having codes on the opportunity export is ridiculous. This information has to be matched up by pulling an entire portfolio report and then attempting to match portfolio names. We have several portfolios with similar names, so this leaves too much room for human error. I would expect a higher level of accuracy from Blackbaud and assisting us in ensuring budgets are entered for the accurate portfolio. I hope BBAM prioritizes resolving this issue so that we can ensure accuracy.

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