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academy:timeline:junejuly

Position Management Process - Sample Timeline (June-July)

In the June-July timeframe, perform the following Position Management task.

For complete information, review the Position Management Process guide.

Use the Position Management > Utilities > Update Fiscal Year by Fund page to update the forecast fiscal year for distributions.

academy/timeline/junejuly.txt · Last modified: 2021/10/19 19:20 by emoreno