Importing and Exporting Project/Shell Funding Sheet Information

You can export a summary of a 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.

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

These procedures are applicable to company, project, and shell funding sheets.

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