Edit a Quarterly Effort

  1. From the PEARS homepage, hover over the Reflect menu and click on Quarterly Efforts:
    Select Quarterly Efforts from Reflect Menu
  2. The Quarterly Efforts list displays. Select a quarterly effort record to edit:
  3. The quarterly effort detail view displays. Click the Edit button:
  4. Edit the record details as needed.
    For more information on Quarterly Effort fields, see the documentation article for the specific section: General Information, Custom Data, or Effort & Contacts.
  5. The number of contacts can be auto-calculated by clicking Auto Calculate Contacts:

  6. Click Save and continue to save the page and move to the next section, or click Save to save the current changes and view the record details.Save and Continue or Save