Clone portfolios
Blair would like the ability to clone portfolios. They have found that many of their portfolios are similar and really only need a different name and fund code. If they had the ability to clone the portfolios it would save them time in these situations.
Client Name "shard name"
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lewisu, isu
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User
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Opportunity Admin, System Admin
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Functional Unit
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Portfolio
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For UW-Madison, this would also be a time-saver. We'd love to see this in place.
This would make building scholarships a lot more efficient and a greatly needed function..