Import or export Company funding sheet information

You can export a summary of the funding sheet, which creates a CSV file that contains the rows, columns and data on the funding sheet. You can also export a CSV file containing fund details, which includes all fund codes on the sheet and the data captured for them from the Fund Details window. This is available in company, project and shell funding sheets.

You can also import fund details to a company funding sheet. This allows you to add fund codes to a funding sheet directly from a CSV file, rather than add them manually.

For details, see "Importing and Exporting Project/Shell Funding Sheet Information"

 

 

 

 


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