Editing a Fund
Open the Fund Allocation window and click the Edit button to open up the highlighted fund to make any adjustments.
If you created a fund within the wrong level, you easily move the fund to the desired level. To do this, highlight the fund you want to move and right click.
Choose Copy and then highlight the intended fund you want to use as the master.
Right click again and choose paste to create a duplicate of the fund now within the correct level.
Info: If you do not have any allocations associated with the original fund you can remove it. If you do, Compass-360 will let you know and you will not be able to delete the incorrect fund. You will have to set its locked status to true.