Import Fund Setup

If you need to move a fund from one program's data set to another, you can use the export and import features.

Import a fund's setup to create a new fund using the information from a text file.

  1. On the Administration tab, click Fund Setup > Import Fund Setup.
  2. Browse to the location, and select the file of the fund you want to import.
    Note: If you exported the fund setup in another PDS program, the file is saved by default in your program's Data folder with the fund name as the file name.
  3. Click Use/OK.