Unlocking Proposals by Using the User Personalization Option and Permission Lists

To enable users to change proposal information after the proposal is submitted, you must first enable the Unlock Proposal user option.

1. Select PeopleTools, and then Personalization, and then Personalization Option, and then Define Personalizations.

2. Select the Format tab.

3. Click Set Option Default Value for the GM_PR_UNLOCK user option.

   The system accesses the Set Option Default Value page.

4. Enter Y in the Option Default Value field.

5. Click OK.

6. Click Save.

To change the personalization options for a permission list:

1. Select PeopleTools, and then Security, and then Permission & Roles, and then Permission Lists.

2. Select the permission list.

3. Select the Personalizations tab.

4. Select Option Category Level FIN and Option Category Group Portal Personalization.

5. Click Edit Options.

   The system displays the Personalization Permissions page.

6. Select the Allow User Option check box for the GM_PR_UNLOCK user option.

7. Click OK.

8. Click Save.