Removing Business Factors

Modified on Fri, 16 Aug at 8:04 PM

Business Factors are additional assets claimed for the Prime entity and Symphony automatically adds them to a proposal. Delete Business Factors from Company Assets in Symphony by following these steps:

 

1. Go to Business Factors

  1. Navigate to My Company and select the Business Factors tab for the Prime or the Team Member (See Figure 1). 

  2. Business factors claimed incorrectly require removing the claim (using the unclaim button) and deleting the documents that do not apply (See Figure 2)
      
  3. Use the close button to keep the Business factor unclaimed. Note: Business factors in submitted proposals cannot be unclaimed. The changes only appear in unsubmitted proposals.

 

Business Factor section for the Prime OfferorFigure 1. Business Factor section for the Prime Offeror

   


Business Factor changes will only affect unsubmitted proposalsFigure 2: Business Factor changes will only affect unsubmitted proposals.


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