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Edit funds

Descubra cómo editar fondos, incluidos el Nombre del Fondo, el Código del Fondo y el Importe Presupuestado, en WorldShare Acquisitions.

Edit existing funds

You can edit the Fund Name, Fund Code, and Budgeted Amount at any time. The total budgeted amount will appear at the top of the screen, so that you can easily experiment with different Budgeted Amounts for each fund and view the results.

  1. To edit a fund, click the ellipses button (acq-action-button.png) in the action column. 
  2. Select Edit from the drop-down list.
  3. Edit the fund fields.
    • Fund Name - The name of the fund.
    • Fund Code - Unique ID used to interoperate with other systems.
    • Fund Status - The status of the fund. The following options are available:
    • Budgeted - The amount of the fund.
  4. Haga clic en Guardar.