Unlocked Components in NFP SuiteApps

The following is the list of unlocked components in each NFP SuiteApp:

Type	Components	SuiteApp	Usage
Custom Segments, Custom Records	Program Revenue Subtype Time Restriction Restriction Region Functional Expense Revenue Type Grant	NFP Financials (These components are also referred and unlocked in all SuiteApps dependent on NFP Financials)	A SuiteApp update does not preserve changes to the following custom segments fields, and you must redo the changes after the update: Filter By Show in List Display Type Help Description Ensure the following: No changes are made to the following subtabs Fields Icons No entries are added to the following subtabs: Subtabs Sublists No changes are made to the lists or records attached to a field Do not rename the following classifications with the same name as the custom segments in the NFP Financials SuiteApp: Department Class Locations Subsidiary Account
	Household	NFP Constituent Management
Custom Forms	NFP – Program NFP-Grant	NFP Financials (These components also referred and unlocked in all SuiteApps dependent on NFP Financials)	Do not make any changes to these components. To customize these components, create a copy and then customize.
Transactions:	Release from Restriction	NFP Financials (These components also referred and unlocked in all SuiteApps dependent on NFP Financials)	SuiteApp updates will reset any changes made to the custom transaction unlocked components. Redo the changes after the SuiteApp updates.
Center Tabs:	NFP Financial Center Classic Center NFP Financial Center Accounting Center NFP Financial Center Executive Center	NFP Financials (These components also referred and unlocked in all SuiteApps dependent on NFP Financials)	Do not make any changes to these components. To customize these components, create a copy and then customize.
	NFP CRM Center (Executive Center) NFP CRM Center (Sales Center) NFP CRM Center (Classic Center) NFP CRM Center (Accounting Center)	NFP Constituent Management
	NFP Expense Management (Accounting Center) NFP Expense Management (Classic Center) NFP Expense Management (Executive Center)	NFP Labor Expense Allocation
Saved Reports:	Comparative Expense Summary Comparative Revenue Summary Grant Expense Detail Grant Expenses by Year Program Expense Detail Program Expenses by Year Program Revenue by Month Program Revenue by Year Program Revenue Detail Restricted Revenue by Account Restricted Revenue by Program Revenue Stream Distribution by Month Revenue Stream Distribution by Year Revenue Stream Distribution Detail Unbilled Grants	NFP Financials (These components also referred and unlocked in all SuiteApps dependent on NFP Financials)	Do not directly customize the reports delivered with the SuiteApps because the SuiteApp updates will overwrite the customizations. If you have customized the reports, verify that you have documented the changes and redo the changes after the SuiteApp updates.
	Revenue by Restriction Expenses by Department Revenue Stream Distribution Expense by Grant Expenses by Program Revenue by Program Grant Revenue Distribution Expenses by Functional Expense	NFP Customization
	Statement of Cash Flow Statement of Financial Position NFP Income Statement - UR Statement of Functional Expense Statement of Activity NFP Income Statement - TR Grant Statement of Activity Program Outcomes (statistical)	NFP Reports
Saved CSV Imports:	Navigation Shortcut Import Navigation Category Import NFPC Default Dashboard Tiles Navigation Shortcut Group Import Navigation Shortcut Tooltip Import	NFP Customization	Do not make any changes to these components. To customize these components, create a copy and then customize.
	NFP Project Import NFP Historical Trial Balance Import NFP Other Charge Item for Sale NFP Vendor Bill Import NFP Trial Balance as of Go-Live NFP Pledge | Order Import NFP Region Import NFP Program NFP Grant Opportunity NFP Donation | Cash Sale Import NFP Vendor Contact Import NFP Employee Import NFP Department Import NFP Credit Memo Import NFP Segment Code Import NFP Service Sale Item Template NFP COA Import NFP Non Inventory Item For Purchase NFP Non Inventory Item for Sale NFP Release from Restriction Import NFP Purchase Order Import NFP Invoice Import NFP Constituent Organization NFP Expense Categories Import NFP Grant Import NFP Individual Constituents NFP Vendor Import NFP Open Vendor Credits	NFP Data Migration
	Navigation Shortcut Import Navigation Category Import NFPC Default Dashboard Tiles Navigation Shortcut Group Import Navigation Shortcut Tooltip Import	NFP Starter Customization
	Navigation Shortcut Import Navigation Category Import NFPC Default Dashboard Tiles Navigation Shortcut Group Import Navigation Shortcut Tooltip Import	NFP Standard Customization
	Employee Pay Import	NFP Labor Expense Allocation
Custom KPI Scorecards:	NFP Financials NFP Financial Analytics NFP Revenue Analytics NFP Executive	NFP Customization	Do not make any changes to these components. To customize these components, create a copy and then customize.
	NFP Operations NFP Vendor Performance	NFP Standard Customization
Dashboards:	NFP CFO Dashboard	NFP Customization	Do not make any changes to these components. To customize these components, create a copy and then customize.
	NFP ST CEO Dashboard NFP ST Accountant Dashboard NFP ST CFO Dashboard NFP ST Grant Admin Dashboard	NFP Starter Customization
	NFP EM CFO Dashboard NFP EM Controller Dashboard NFP EM A/R Dashboard NFP EM A/P Dashboard NFP EM CEO Dashboard NFP EM Grant Admin Dashboard NFP EM Prgm Manager Dashboard	NFP Standard Customization
Saved Searches:	Constituent Details	NFP Constituent Management	Do not make any changes to these components. To customize these components, create a copy and then customize.
Custom Sublists:	Other Relationships Soft Credits	NFP Constituent Management	Do not make any changes to these components. To customize these components, create a copy and then customize.

Related Topics

• NFP SuiteApps Update Verification
• Installing NFP SuiteApps Update Verification
• Settings in the SuiteApps Update Verification Page
• Enabling SuiteApp Updates
• Notifications When Installing NFP SuiteApp Updates

General Notices