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Navigate the Lodgement Funding Position

  • Updated

We've updated the Funding Position template layout. Here's a quick tour to help you find fields, settings, and calculations.

In This Article

  1. Open the Default Funding Position
  2. Tour the Key Elements

Prerequisites

Step-by-Step Guide

Follow these steps to navigate the funding position:

Step 1 — Open the Default Funding Position

Open a Deal card in full view mode. Go to the left-hand menu, expand the Strategy folder, and click Funding Position (new). A new window displays the Default funding position.

Step 2 — Tour the Key Elements

Here's a quick tour of the key elements:

  1. Left panel — Key funding position data are stored in folders. Expand a folder to review, enter, or update the information.
  2. Right panel — The Summary column displays key calculations. As you update figures in left panel fields, values in the Summary change.
  3. Drop down — Click the field to display a menu with different funding positions (if you created multiple scenarios).
  4. Manage scenarios — Click the three-dot icon to clone, rename, or delete a funding position. You can also change the default.
  5. Add — Create a new funding position.

 

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