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Maintain General Partner (GP) list

Maintain General Partner (GP) list

 

Add a new GP

  1. go to system management - dimension maintenance

  2. add name - display name - description

  3. press “add” Botton

New GPs are visible the next day, as the update is handled in a overnight maintenance process.

 

 

Assign GP to a fund

  1. go to Data Management > Fund Management > Fund Setup

  2. Choose

  3. Click the “edit” button on the Initial Settings, Sponsor field

  4. choose the GP from the drill down

  5.  

New GPs are visible the next day, as the update is handled in a overnight maintenance process.

 

 

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