Making Changes to Business Factors

Modified on Fri, 16 Aug at 7:49 PM

Complete these steps to edit Business Factors in the Company Assets in Symphony:

 

1. Go to Business Factors

  1. Navigate to My Company and select the Business Factors tab for the Prime Entity or the Team Member. 

  2. Remove the claim to make changes (See Figure 1). The Unclaim button is designed to unlock the factor for document changes and answers to the additional questions.

  3. When finished, check the box to re-certify the claim and save the changes.


Unclaim Business Factors to make changes

Figure 1. Unclaim Business Factors to make changes


  • Use the close button to keep a Business Factor unclaimed.
  • Updating Business Factors after submission will not affect a submitted proposal (See Clarifications).


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