Merged Enhancement
This idea has been merged into another idea. To comment or vote on this idea, please visit SMM-I-491 Show fund codes in Opportunities export .
Opportunity Export to include Fund Codes and Scopes
Merged
The client would like to request that the Fund Codes and Scopes be added to the opportunities export report that they can download from Site > Settings > Import & Export Tools > Export Current Opportunities.
As of right now, clients have to request that AW support generate the "Opportunity Portfolio Report" prebuilt report. They would like the ability to get this information on the report themselves. From the Support side, it would be nice for us as well. It could save the client and Support time as well.
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Jessica Beatty
- Dec 26 2017
- Shipped
| Employee Name | Jessica Schildwachter |
| Client Name "shard name" | buffalostate, csuchico |
| User | System Admin |
| Functional Unit | Portfolio, Automatch, Apply-to |
Related Enhancements
See similar use case from IU in merged enhancement "AWARDS-I-11"
This would be helpful for buffalo as well. They are wanting to make mass updates and are limited by exporter tool since it does not include Fund and Scope.
This is typically for decentralized clients where they need to update opportunities en masse but they need to know the scope. This way the can make the updates to only the opportunities in their college. Without this information it would take a very long time to separate everything out. I would imagine that they would at least need this between 1-2 times a year at the min.
Do we know how often they do this and for what purpose? Why this one as opposed to the opportunities grid?