Editing Actuals

Sheila found out that a PO created in the system has an incorrect data entered. To correct this, Sheila edits the PO.

1. On the Investments tab, click the Rollup panel icon in line with the desired marketing investment.

2. On the Details panel, click the Actual panel icon.

3. On the Actuals panel, navigate to the actual to be edited.

4. Adopt the value in any column as needed.

Note: If the columns are locked you don't have the correct permission to edit the values. If you require updated permissions to edit actuals contact your System Administrator.

5. Repeat steps 3 and 4 for every actual to be edited.

6. Click the X in the top right corner of the screen

The panel is closed. You have manually edited an actual.