The Overrides panel displays the overrides that are currently in effect for an entity (including the name of the field to which an override has been applied, the current override value, and the expiration date). You can filter the view according to policy, field, status, and expiration date. From this panel, you can change the override value and the expiration date.
To view and or edit an override:
- In the Portfolio Desk workspace, click the appropriate entity category in the left navigation.
The appropriate entity workspace opens, displaying the available entities for the category. - Complete the optional search criteria and then click Search.
The Overrides panel opens, displaying the results of your search. - Click an entity that you want to authorize.
Click the Data Overrides icon in on the ribbon of the summary window.
PDC displays the overrides for the highlighted entity. To locate specific overrides, use the filters.Info You can change the value in the Override Value and Expiration Date columns.
- Right-click the value you want to edit and then click Edit Override. Or, double-click the value you want to edit.
The Override Value Edit dialog box opens. Complete the following fields on in the Override Value Edit dialog box as needed, and then click Save. Select one of the following options:
Option Description Current Value
Displays the current value of the field in the Override Value column.
New Value
Enables you to specify a new value for the field.
Edit Type
Override is an override value used to populate a field regardless of whether or not a source system value exists.
Expires After
Enables you to specify a new expiration date.
Reason Code
Enables you to specify a reason for the override.
Comment
Enables you to enter comments.
Update Date
Displays the update date.
Update User
Displays the name of the user.
- Click Save and then click View Change Summary to review the changes.
- To override the field, click Submit Changes. To return to the previous window, click Cancel.