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.
- On the Administration tab, click .
- 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.
- Click Use/OK.