In 3.0 WebShell, users have the option to add a Purpose and Designation. However, there is nowhere in this add form to include a Stewardship Package or Frequency. To include these, users must edit the Purpose after it is created. In Smart Client there is no option to Add a Purpose and Designation-- instead, users would choose Add Purpose, and be able to select a Stewardship Package and Frequency. In order to include the Endowed checkbox, you must first be able to add a Frequency.
We are currently evaluating this issue and will update this article when we have more information.