Create a new fund template
Follow these steps to create a new fund template in Engagement Manager.
note
You must have Modify Fund Templates permissions to complete these steps.
- In Engagement Manager, select
Setup, thenFund Templates. - Select theFundstab.
- Select
Add. - Enter aNameandMaskfor the fund template.If the fund template includes subfund data, you can include this by adding subfund characters in the mask. If you don't add subfund characters in the mask, Engagement Manager copies the subfund data to the engagement, but doesn't include subfund information in the trial balance or reports.
- SelectSave.
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Manage fund templates
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