Allocation Manager???

@Sarah Curry - so from this I presume it IS active in NXT now, just not outside the database view interaction?

We have not yet gone live and are in design phase; I'm trying to learn enough about how the allocation manager module works to feel certain we have everything in the design to be able to do the allocations as we need. But, there's no training module in our learning path nor can I find anything at all current about it anywhere….everything is 5-6 years old.

@Sarah Curry I would say that's a very unsound decision – in lieu of that, where's the module documentation/help files so one can learn anything at all? The current situation is, imo, totally unacceptable.

I can't fathom there are no current topics on the subject as key a component as is for any NPR with endowed funds; the core business arena.

The best thing I have found (and it took Google to find it, not a search on the Blackbaud site with its search feature) which is dated 2017. If the features indicated there are indeed implemented, then it sounds like at least theoretically things could work, but still doesn't address the “the devil is in the details” problem on initial design decisions.

@Sarah Curry I had already seen that; besides being woefully short of detail, it is documented to be for FE7, not FE NXT so I don't know that it can be trusted?

This is simply incredible state of affairs for a key component of NPR accounting imo.

It appears the scope of work of the implementation consultant is carefully constructed to only cover the account design pre-canned workbook; we went all the way through and never got to the end result of ensuring can allocate funds correctly; the questions are never asked/not addressed in the design workbook.

I have an open Q? in to them but so far, no response…we'll see what happens, I guess, but it's another instance of extreme frustration with BB in trying to get a new user set up.

ADDENDUM/UPDATE

I did receive a response from the BB partner this AM; he provided links to an Allocation Management Guide and a Powerpoint Slide training session. Both of these are apparently from FE7 as well; the first is dated 2015(!!!) while the second is undated. I've asked him if in his implementation experience all features from FE7 have been incorporated intact in FE NXT, it would be agoodthing™ if Blackbaud themselves would assure customers that is so and/or itemize any differences AND UPDATE THE CURRENT DOCUMENTATION AND LINKS so this information is readily findable.