Use parent funds and sub-funds to organize your fund designations. You may have a fund designation that encompasses several other funds. This primary fund is a parent fund, and the funds grouped under it are called sub-funds.

Managing parent and sub-funds is fairly intuitive, but here are some quick pointers! Remember to read Fund Management Overview if you have questions about terminology.

Creating, Editing

Any fund designation can become a parent fund or a sub-fund.

  • Create Parent Fund: Clear the Parent Fund dropdown menu.
  • Create Sub-Fund: Choose a fund from the Parent Fund dropdown menu.

Refer to Add & Edit Fund Designations for more detailed instructions

Deactivating, Deleting, Reactivating

Actions to a parent fund will also be applied to its sub-fund.
Actions to a sub-fund
won't translate to its parent fund.

  • You must reactivate a parent fund before reactivating its sub-funds. You cannot reactivate the sub-fund of an inactive parent fund without first reactivating the parent fund.
  • A parent fund will not be affected by actions its sub-fund. Deleting/deactivating/reactivating a sub-fund will not affect its parent fund.

Refer to Deactivate, Reactivate, or Delete a Fund for more detailed instructions.

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