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
Client Name "shard name" | co4hfoundation |
User | Stewardship Admin |
Functional Unit | Grids |
Employee Name | Micco |