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1. In the Portfolio Desk workspace, in the left navigation pane, click the appropriate entity.
   The summary workspace for the entity type you selected, displaying available entities of that type.
2. Click the View By drop-down list and then select All.
   WHAT HAPPENS? ALL DOESN'T APPEAR. THE LIST IS EMPTY.
3. Complete the required search criteria and then click Search.
   The search returns a list of entities that meet the criteria you selected for the category you picked in left navigation.
4. Double-click the entity you want to view or edit.
   The  The Edit Entity Detail panel opens, showing the Entity Details tab as the default.
5. Click the tab you want to edit (assume details for this example).
6. In The following tabs are also available:

1. On the Entity Details tab, double-click the Current Day field you want to change.

2. The Current Value Edit dialog box opens. By default, the entity details window panel is rendered in current mode (you can edit only the current record). To view and make edits to historic data, enable history mode as explained in earlier in the Understand History Mode section of this document.

   Info
   For entity cross-reference fields, click the field, then enter the value into the text box, and then go to Step 11.

   
   

3. In the New New Value text box, enter the new value for the field. Fields If a field is based on code values provide a code value, PDC displays a drop-down list of available code values.

4. In the Edit  Type drop-down list, select an edit type. Select one of the following options:

   Options	Description
   Override	The system uses the new value for the field.
   Default	The system uses the new value if no vendor data is received and the override date has not expired.
   Temporary Override	The system uses the new value until new vendor data is received.

   In the Expires After text box, enter the expiration date of the override

   
   

5. Use the date selectors to specify the Start Date and End Date for the new value. If you want the new value to remain permanent, click the No End Date check box.
6. In the ReasonCode drop-down list, select a reason code.
7. (Optional) Type a user-defined comment and then click Save.
   The system PDC holds the update and displays a blue arrow to the left of the field. At this point, the system has not processed the edit. You can edit additional fields if needed.
8. After you edit the appropriate fields, click Save.
   The Change Summary dialog box opens, displaying the summary of changes.
9. Click View & Submit Changes.
   You receive an information message that contains comments about any remaining exceptions for the composite.
10. To return to the Portfolio Desk workspace, close the Entity Entity Details tab.