Add Fund Cycle Helper

Use the Add Fund Cycle helper to add a fund cycle when using the Modify Fund wizard.

To add a fund cycle

1

Click the Add Fund Cycle helper, and the Fund Cycle Information tab appears.

2

Select a New Fund Cycle from the drop down list and modify the other fields as needed. For more information about the fund cycle fields, see the Fund Cycle Information Tab topic.

3

After creating a new fund cycle, click Add Fund Cycle To This Fund. A message confirming that a new cycle was added to the the existing fund will appear.

4

Click Close to close the helper.

Related topics 

Modify Fund Wizard