| • | What is general fund information and what is specific to a cycle? |
| • | How do I change one of the Fund Levels for the new fund cycle? |
| • | How do I change the fiscal cycle default while using fund wizards? |
What is general fund information and what is specific to a cycle?
The Fund Information tab includes fund level fields. Modification to any of the Fund Information, including account number, applies across all cycles of a fund.
The Extended Information tab includes fund level fields. Modification to any of the Extended Information, including audit trails, applies across all cycles of a fund.
All Budget Cycle information is specific to the fund cycle you are currently modifying.
How do I change one of the Fund Levels for the new fund cycle?
You may change any of the Master Fund fields—name, account number, level 1, 2, 3, 4, 5, or 6, or extended information at any time using the Modify Fund wizard. However, remember that the Master Fund data is shared by all linked fund cycle records. If the Master Fund data is wrong for just this fund cycle, you should not create a new, dependent fund cycle. Instead, duplicate this master fund record, creating the new fund cycle at the same time. For example, if level 4:MONOGRAPH (part of the master fund information) should be changed to level 4:SERIAL for the new fund cycle, you should use the Duplicate Fund wizard to create a separate version of this fund record.
How do I change the fiscal cycle default while using fund wizards?
These values can only be changed using the Session Settings wizard. You must first use the wizard to change these settings, and then proceed with the other wizards.
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