This procedure allows to view fund sources organized by the fund structure.
-
Navigate to Portfolio > Fund Source.
-
At the top of the screen, in the tool bar, click the ellipsis to select the required values in the below fields:
-
Fund Organization - Select the required fund organization
-
Start Year - Select the required fiscal start year
-
End Year - Select the required fiscal end year
-
-
If required, click the Refresh icon to update the screen.
-
View the Fund Source screen.