Front Office > Deal Entry
How to Change Portfolio
A deal can at any time during its lifetime be updated with a new Portfolio. Change of portfolio can be done on any Deal Type.
If the deal is already in status "Confirmed" -> the deal first need to be "un-locked" to status "Modified" using the 'Change deal Status...' option in Deal Entry.
- Open the deal you on which you want to change portfolio
- Click the "●●●"- sign.
- Pick the new Portfolio
- Press 'Save'
Note; If any of the transactions are Exported in Accounting, if payment have been sent, if they are Reconciled in Bank Account Reconciliation or if they are matched in a deal matching service (i.e any event causing the transactions to be "locked" by the system) -> then those transactions need to be 'Reverted' in each one of those steps - before you can change portfolio.
You need the permission Change Portfolio that gives the user the right to move a deal from one portfolio to another.