Investee Fund Portal

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GP-Level Field

Only system admin can add fields under this panel. To modify GP-level fields, follow the below steps:

1. Navigate to Fin/KPI tab and click Edit. Fin/KPI Set-up Tab will be displayed. 


Navigate to GP Level panel.


2. Click on generate GP Level Fields Template in the top left corner of the panel to bulk upload GP level Fields. 


3. Contact your system admin to bulk import GP Level Fields.

Copying Formula From Other Portfolios
To copy GP Level Field formulas from other Portfolios, follow the below steps:
1. Click on Copy Formula from Other Portfolio button () in the top left corner of the panel to copy GP Level Field formulas. A new window is displayed.

2. Select the Portfolio form the dropdown. Click on Update Formula(s). 

Verify Formulas
To verify the GP Level Field Formulas, click on Verify Formula button () in the top left corner of the panel.
The relevant fields will be activated.