Removing a position from an active investment in a Project requires a few steps. Potential scenarios where you may want to remove a position:
Delete a commitment that has funds marked as received incorrectly.
Fix discrepancies in the date or amount.
Change the class that an investment was recorded in.
Step-by-Step Instructions:
Step 1. Navigate to the Projects from the left hand side, select the project and navigate to the positions Tab.
Step 2. Click into the investing entity name and remove any previous Transactions by clicking on the investment and selecting the delete option.
**Distributions cannot be deleted from this screen**
Step 3. Select the ellipsis (three dots) beside the account name (reload the page if not displayed) and select 'Delete' to complete remove the Entity from the projects position table.
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