CIPAceTM Help

Configure Fund Revenue Forecast

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Navigate Here: Funding > Funds > Browse Funds > Select a fund from the table > Click the Revenue Forecast Configuration link

 

You can specify a fund revenue template used for forecasting online or in Microsoft Excel on the Fund Revenue Configuration page.

 

FundRevenueForecastConfig

 

Select a template from the Template Name dropdown list.  Then click the Save button to save the fund revenue configuration. The system will return to the Fund General Management page.

 

After selecting a template, you can click the Modify Template for This Fund Only button to edit the selected template. The system will then go to the Fund Revenue Template Management page for the selected template.

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