Operational Budgeting - Lock and Unlock Items in the Worksheet

Note: Take these actions outside of a request round.

1. Select the boxes next to the accounts or itemizations you want to take action on in the worksheet.
2. Select the Bulk Actions button and choose the Lock Items option to begin locking accounts.          
3. Choose the Versions (i.e. Projected, In Progress, and Forecasted) and select the Lock Items button. Note: To reverse this action utilize the Unlock Items bulk action. 

Pro-Tip: If you have imported a Personnel Budgeting or Capital Budgeting Scenario, consider locking In Progress figures if you are opening the Operational Budget to contributors for budget request input.