Funds Grid: Change Project ID column to Portfolio Project ID

Problem Statement: The Project ID field on the Funds grid that is sourced from the Portfolio record is labeled "Project ID". However, the other 2 columns sourced from the Portfolio are labeled "Portfolio Fund Code" and "Portfolio Aux Code". By Project ID not having the "Portfolio" label in front of it, it causes confusion to users as to where the field is coming from; this is especially confusing if there is a Project ID field on the Fund level, which is common.


Solution: Add "Portfolio" to the Project ID field being sourced from the Portfolio so it is aligned with the other two fields on the Fund grid sourced from the Portfolio.

End Result would be:

  • Portfolio Fund Code

  • Portfolio Aux Code

  • Portfolio Project ID

  • Micco Fay
  • Jun 10 2021
  • Reviewed: Voting Open
Client Name "shard name" co4hfoundation
User Stewardship Admin
Functional Unit Grids
Employee Name Micco
  • Attach files