To Perform a Data Override:

The Data Override tool is added to the Proposal Toolbar, as the last item on the right.

Click on Data Override to open the window.

 

In the Data Override window:

1.  Click in Field to Edit to display the available items allowed for override. (As noted above, the selections are determined locally).

2.  Once a selection is made, the “Current Value” field is populated with the proposal’s data.

3.  Enter the corrected data in the New Value field.

4.  Enter a comment about this override action in the Comments field, if desired.

5.  Click the Create Override button to complete the action, otherwise click the ‘x’ in the upper right corner of the window to cancel the action.

6.  A Notification window will appear to allow you to notify persons other than the default recipient (the proposal aggregator).

a.  If desired, search for additional notification recipients by using the lookup tools, then click [add]

b.  If desired, click [delete] to remove the aggregator from this notification

c.  If desired, change or add to the existing Subject of this notification by typing in the Subject field.

d.  If desired, change or add to the existing Message of this notification by typing in the Message field.

e.  Click Send to send the notification, otherwise click Cancel.

7.  The proposal will be updated with the override correction and the data values will be retained in the History panel in the override window.