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.
  • Deleted User
  • Feb 3 2016
  • Reviewed: Voting Open
Client Name "shard name" lewisu, isu
User Opportunity Admin, System Admin
Functional Unit Portfolio
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  • Keith Brown commented
    April 29, 2019 18:22

    For UW-Madison, this would also be a time-saver. We'd love to see this in place.

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  • Guest commented
    April 17, 2019 21:26

    This would make building scholarships a lot more efficient and a greatly needed function..  

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