Editing Account Attributes

  To edit account attributes:

  1. Open an ACM document.

    See Using ACM in Smart View.

  2. Select Accounts.

  3. Select an account.

    • Press Shift to select a range.

    • Press Ctrl to select multiple, nonconsecutive items.

  4. Select Edit twice.

  5. Under Transfer Type, select the value type:

    • Input Values—Copies account input values. Default.

    • Output Values—Copies account output values.

  6. Under Time Periods for Assumptions, select time period types:

    • History Periods—Copies historical periods.

    • Forecast Periods—Copies forecast periods. Default.

  7. Click OK.