Overriding the RPG on Milestones, Budgets, and Miscellaneous Adjustments
Professional Services Cloud
To override the RPG on a milestone
, budget
or miscellaneous adjustment
:
- Click Edit on the object.
- Select the Admin Global Edit checkbox.
- Complete the Override fields. See the Override Project Region/Practice/Group fields in Milestone Fields for further information.
- Enter some audit notes in the Audit Notes field.
- Click Save.