How to add funds to a pool in the Fund Investment Tool

How are funds added to a pool in the Fund Investment Tool?

Answer:

Funds are added to a pool automatically via the sync that takes place between Foundation Cloud Grants integrated with Financial Edge NXT and the Fund Investment Tool. You can also manually add funds to a pool as well in the Pool config area. Note that any changes manually made here will be overwritten by the data sync.

Pools

Fund that are marked inactive or retired in the finance system are not synched over to the Fund Investment Tool, however, if a fund was active and later become inactive in the finance system, it will remain in FIT for historical purposes, but the pools will be removed from the fund record in FIT.