Overriding the RPG on Milestones, Budgets, and Miscellaneous Adjustments

Professional Services Cloud

To override the RPGClosed on a milestoneClosed, budgetClosed or miscellaneous adjustmentClosed:

  1. Click Edit on the object.
  2. Select the Admin Global Edit checkbox.
  3. Complete the Override fields. See the Override Project Region/Practice/Group fields in Milestone Fields for further information.
  4. Enter some audit notes in the Audit Notes field.
  5. Click Save.