Import Project IDs and GL Distribution to Fund IDs

When adding multiple fund codes it would be great if you could import GL distributions and the project ID. For some reason these fields are excluded from import and global change meaning a Fund ID has to be created and then manually updated when it should be a simple import process of adding all information in at once.

  • Andrew Loughridge
  • Feb 24 2026
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  • Teddi Taylor commented
    19 Mar 16:11

    Yes, improvements to data entry for GL Distributions are needed! I clicked "Copy from" in the GL distributions of a fund 5 minutes ago and I still have a blue throbbing circle trying to load our many funds.
    We need tools to copy & edit or import these changes. I would like to see Fund records with distribution options included in a grid-style editing/global change tool such as suggested in this idea: https://renxt.ideas.aha.io/ideas/RENXT-I-8701

    It would be great to be able to copy only some of the distributions for a fund, as well, or only copy the ones that don't exist and then to be able to see which distributions were copied (colour-code?)

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