Change Entity Characteristics as of a Future Date

To change entity characteristics as of a future date:

1. From the left navigation, select Portfolio Desk and click the appropriate entity type.
   You see the Summary workspace for the entity type you have selected with the respective entities.

2. Click the View By drop-down list and then select any one of the following options: All; Exceptions.

3. Complete the required search criteria and then click Search.
   You see the search list of entities that meet the search criteria.

4. Double-click the entity for which you want to create the history record.
   You see the Edit Entity workspace. You can see and edit the most current history date. For reference purposes, you also can see the second most recent history record, but it is grayed out for editing.

5. Set the effective future date range period for which you want to add the history record in From and To date fields.

6. Scroll to the field for which you want to add a history record in the Entity Details workspace.

7. Right-click on any field within the Entity Details area. 
   You see a list of menu options. 

8. Select Duplicate.
   You see the Duplicate Effective Date dialog.

9. Specify the future effective date to create the new history record.

10. Click OK.
    This in-turn clone the chosen date records into the newly specified future effective date. You see the new history records created in blue font with the specified future effective date.

11. Scroll to the field that is changing. To edit a field, double click the value to open the edit window and edit the fields listed below.

12. Click Save to save the changes.
    If necessary, continue to make field-level edits, saving each change along the way.
    Note: Saving the field-level changes does not automatically apply the changes.

13. Click View & submit changes to submit the modified details.
    You see the Change Summary dialog which allows you to review all activity before submitting the change request to the PDC engine.

14. Click Cancel to cancel the changes and return to the details window.

For more information about future-dated changes to funds, see Understand Future-Dated Changes.