Manage fund templates

Use fund templates in Engagement Manager to quickly apply a pre-determined fund structure at the engagement level.
  • Changes that you make to a fund template won't apply to engagements that already use that template; changes will only apply to engagements that you apply the template to after you made the changes.
  • Changes that you make to the fund structure of an engagement won't apply to any fund template that you used when you applied the fund structure.