How To Copy a Fund

Funds are pools of pledged income with a shared purpose. Fund Management allows funders to track their planned (committed) and received income, as well as obligated awards and payments, over the life of the fund as it supports awards and opportunities.

Fund details may be copied to a new fund. You may wish to copy annual funds that operate on a cyclical basis, or two funds that have similar information.

1. Open Fund Management>Funds.
2. Click the  (Copy icon) next to a fund name.
   
3. Update the information as necessary.
4. Click Update.