Edit Column or Field

Attention!

You cannot edit the location of a field or column. This means that you cannot subsequently move a field or column that you have created for the Investment Grid, for example, to the Details panel or another display location. Contact your consultant if necessary.

  1. On the Budget tab, click the Master Settings or Custom Settings hyperlink in the Edit Settings column, depending on where in the hierarchy the column or field you want to edit has been created.

  2. On the Settings page, select the Columns tab.

  3. On the Columns tab, click into the Manage for: drop-down menu and select where the field or column is displayed. For more information see Where to Enter or Display Data.

    4. The existing fields and columns for the selected interface area are displayed.

  4. In the grid, select the column or field you want to edit.

  5. In the Field Details panel on the right side, edit the column or field as needed. See Supporting Features.

You have edited the field or column.