Adding a fund

Core TSIs : Budgets : Working with Budgets : Adding a fund

Adding a fund

To add a fund, proceed as follows:

Procedure

1. Go to Components > Fund.

2. On the action panel, click Add.

3. Complete the fields in the data panel.

For information on the available fields, refer to Fund data.

4. Click Save.

The funds in the elements list are displayed based on the reference date. By default this is the current date. Clicking the Reference date button causes a date picker to appear from which you can select another date that is in the past or in the future.
You can deactivate the reference date by clicking Reference date button and selecting Inactive.