Navigate Here: Utilities > Templates > Fund Revenue Templates
You can browse all the fund revenue templates and find a specific template on this page.
A brief summary of each revenue template displays in the table. The summary includes Template ID, Template Name and Set As Default. You may sort the records by clicking the linked column headers. If there are too many records to display in one page, you can use the navigation control to view another page, or you may increase the number of records per page.
You can quickly find the revenue templates you want by using the search function. Enter search conditions in the search fields and click the Search button. The templates will be filtered and the table will show the records that match the search conditions. Click the Reset button to clear the search conditions.
You can add a new template by clicking the Add icon 
at the upper left corner of the table. The system will then go to the Add Fund Revenue Template page.
You can edit a template by clicking the Template ID/Template Name link or clicking the Edit icon 
at the end of the row. The system will then go to the Fund Revenue Template Management page of the selected template.
You can delete a template by clicking the Delete icon 
at the end of the row. The system default fund revenue template cannot be deleted.
In addition, you can set the template as the default template by clicking the Set As Default link. The default template will be used when you estimate the fund revenue details under the section Fund Revenue Configuration. Only one template can be set to default in the template table list.