Different Preferences configuration for Investment Funding based on condition
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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.
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?
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