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To set up a new (or edit an existing) DMFP field:

  1. Click the Advanced button (brings the optional advanced tabs onto the screen).

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  2. Select the Values tab to insert an override, as shown in the following figure. 
    The value defaults to $1000.

  3. Double-click inside the Value cell.

  4. Enter the new value.

  5. Click OK.

Best practices suggest leaving the value at $1,000 (SEC methodology). Use of the override is meant as a convenience for certain ad-hoc situations such as building data to be used in a custom advanced report. In such cases, it is recommended to use a specific naming convention for fields that have had the override applied to discern them from standard fields. For example, use ITD logging 10K to indicate this is an audit logging field for the ITD period based on a $10,000 initial investment.

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