Merge stewardship funds

To help track several portfolios in one fund, administrators can associate multiple funds — created from portfolios in Award Management — to one fund in Stewardship Management.

1. Select Stewardship, Funds.  

2. On the dominant fund record, select View.  

3. On the fund details page, select Edit Fund, then select Merge Another Fund to merge a fund in to this fund.

4. Choose a fund.  

5. Select Merge Funds.

You cannot merge more than one fund at a time, so this action must be repeated for each fund to be merged.

Note: This action is irreversible, so be careful when merging funds.