Running Equity Pickup Calculations from Data Grids

You can run the Equity Pickup process or force it to run directly from a data grid if you have the appropriate security access to the cell. See Calculating Equity Pickup Adjustments. To run EPU calculations, you must be assigned the Manage Ownership security role.

To run or force Equity Pickup calculations:

  1. From a data grid, select the cell for which to run or force equity pickup calculations.
  2. Right-click and select Run EPU or Force EPU.