You can transfer groups and/or activities from one fund to another by navigating to Administration > Fund Setup.
To transfer to another fund
This process alters data. We recommend backing up your data before proceeding.
- In the navigation pane, click Fund Activities.
- Locate the appropriate fund.
- Click Transfer to Another Fund.
- Select the groups or activities you want to transfer.
- Select the fund to transfer the items to.
- When you're ready to transfer, click Transfer/OK.