Manage fund templates
Use fund templates in Engagement Manager to quickly apply a pre-determined fund structure at the engagement level.
tip
You can organize funds for a template into sets that you can use to quickly access fund information for reports.
- 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.