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How to change the funding plan settings

In this guide, you'll learn how to update or change the settings for a funding plan

1. Go to the Funding Plans section in the Study Editor

Click on request_quote…

2. Click on the action button to open the funding plan action button menu

Click on pending

3. Click on Funding Plan Settings on the action button menu

Click on Funding Plan Settings

4. Change the title, description, how to address negative balances or Apply Component Method values in the dialogue

Click on Funding Plan Settings…

4. Click on "SAVE" button

Click on SAVE
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