Different Preferences configuration for Investment Funding based on condition

AlfrinAJ
Tera Expert

‎06-29-2025 11:31 PM

There is this investment funding preferences where the Funding frequency, Allow Fund Overallocation, Number of editable past periods, Hide actuals in tree view are set across the platform.

 

AlfrinAJ_0-1751265043175.png

 

But I have a requirement where for certain portfolio entities I need the funding frequency as "Quarter" | Number of editable past periods as 1 and for remaining entities I need funding frequency as "Year" | Number of editable past periods as 2.

 

Apart from editing the UI Page that was there for Investment Funding ($investment_details), Is there any other way to achieve this requirement?

 

AlfrinAJ_1-1751265079792.png

 

0 Helpfuls
  • 323 Views
1 REPLY 1

khajavalis
Tera Contributor

3 weeks ago

HI @AlfrinAJ  have you found any solution for this? I have very simple requirement 

As an Investment Admin,
I want
Funding frequency to default to Quarterly
The Allow Fund Overallocation checkbox to be checked by default
The Fund Overallocation Percent to default to 10%
The Allow Fund Overallocation Override at Investment Level checkbox to be checked by default

 

I tried by changing the default values but it is not working, could you please help if you have solution

 

0 Helpfuls