Portfolio Plan Pasting

A Development colleague has asked if there is any template of sorts or even a field definition for the data that you can export from the Portfolio screen of the Plans tab in v12 so you can paste it in a spreadsheet.

Anyone know where this info is?

Thank you, Tessiturians.

Parents
  • Actually, my colleague just wants to know what’s on the default screen for this new tab/radial button. According to her, you can only see about half the entire screen in the screenshot, and she would like to know what sort of information will be on there to get her team on the road to gathering this info.

    Matt Gonzales

    Database Administrator          

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    T: 713-980-8702

    E: mgonzales@hgo.org

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    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Anna Wessely
    Sent: Monday, February 10, 2014 3:05 PM
    To: Matt Gonzales
    Subject: RE: [Tessitura Development Forum] Portfolio Plan Pasting

     

    Matt,

    The data that is pasted into excel is based on the user's configuration of their portfolio; the data exports as the user sees it on the screen.  There are some standard portfolio elements (mostly plan data) and you may add others using T_KEYWORD.  The user may select the fields to display and the order in which they show on the screen.   Therefore the answer to your question is: it depends on what data your user decides to display in the portfolio.

    Best,

    Anna

    From: Matt Gonzales <bounce-mattgonzales9808@tessituranetwork.com>
    Sent: 2/10/2014 1:25:52 PM

    Actually my colleague was curious as to what exactly the data will be (what fields are involved and even possibly what the table names are), since we won’t be going to v12 until at least the summer.

     

     

    Matt Gonzales

    Database Administrator          

    510 Preston St. | Houston | TX 77002

    T: 713-980-8702

    E: mgonzales@hgo.org

    http://www.houstongrandopera.org/images/HGOLogo.png

    Click here to view our website.

    Facebook - Houston Grand Opera Twitter - HouGrandOpera YouTube - HGOpera


    This message is confidential. It may also be privileged or otherwise protected by work product immunity or other legal rules. If you have received it by mistake, please let us know by e-mail reply and delete it from your system; you may not copy this message or disclose its contents to anyone. The integrity and security of this message cannot be guaranteed on the Internet.

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    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of David Woodall
    Sent: Monday, February 10, 2014 1:23 PM
    To: Matt Gonzales
    Subject: Re: [Tessitura Development Forum] Portfolio Plan Pasting

     

    Matt,

    The "Copy to Clipboard" button at the bottom of the Portfolio screen will place a copy of whatever fields you have configured on your portfolio into the clipboard. This is designed to be pasted into Excel.

    Is that what you are looking for?

    David

    From: Matt Gonzales <bounce-mattgonzales9808@tessituranetwork.com>
    Sent: 2/10/2014 1:00:57 PM

    A Development colleague has asked if there is any template of sorts or even a field definition for the data that you can export from the Portfolio screen of the Plans tab in v12 so you can paste it in a spreadsheet.

    Anyone know where this info is?

    Thank you, Tessiturians.




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  • Matt - 

    Sorry I'm just adding to the confusion, but are you looking for a list of the standard columns you *could* pick for Portfolio?

    Active Workers
    Ask Amount
    Campaign
    Complete By
    Contribution Amount
    Contribution Designation
    Create Location
    Created By
    Created Date Time
    Fund
    Goal Amount
    Has Open Steps
    Has Steps
    Last Step Date
    Last Step Type
    Next Step Date
    Next Step Type
    Plan Source
    Primary Worker Name
    Priority
    Probability
    Recorded Amount
    Start Date Time
    Status
    Type
    Updated Date Time
    Updated By

     

Reply
  • Matt - 

    Sorry I'm just adding to the confusion, but are you looking for a list of the standard columns you *could* pick for Portfolio?

    Active Workers
    Ask Amount
    Campaign
    Complete By
    Contribution Amount
    Contribution Designation
    Create Location
    Created By
    Created Date Time
    Fund
    Goal Amount
    Has Open Steps
    Has Steps
    Last Step Date
    Last Step Type
    Next Step Date
    Next Step Type
    Plan Source
    Primary Worker Name
    Priority
    Probability
    Recorded Amount
    Start Date Time
    Status
    Type
    Updated Date Time
    Updated By

     

Children
No Data