Edit Fund of Funds Allocation Rules

In the Edit Fund of Funds Allocation Rule panel, you can change one or more fund of funds allocation rules. For a given rule, you can change all field values with the exception of the rule name and the fund of funds allocation method.

To edit fund of funds allocation rules:

1. In Accounting Center, in the left navigation pane, click Setup > Fund Accounting > Fund of Funds > Edit Fund of Funds Allocation Rule.
   You see the Edit Fund of Funds Allocation Rule panel.

2. If you want to edit a single fund of funds allocation rule, select the rule name from the Fund of Fund Allocation Rule Name field lookup.
   Otherwise, leave this field blank to view all fund of funds allocation rules. 

3. Click Submit.
   You see a row for each fund of funds allocation rule that met your criteria in the Show All tab.

4. Select the row for each fund of funds allocation rule you want to update so that a check mark appears in the check box, and click Change Fund of Fund Allocation Rule.
   In the Change Fund of Fund Allocation Rule grid, you see a row for each fund of funds allocation rule you selected.

5. Click the row for each fund of funds allocation rule you want to update, and make your changes.
   You can change all field values other than the rule name and the fund of funds allocation method selected.

6. Click Submit.