Applications Administration Guide > Proposals >

Locking a Proposal (End User)

Lock allows end users to secure the completed proposal, making the proposal read-only and unable to be edited. Only the proposal author, the author's manager, and that manager's manager, and so on, can modify or unlock the proposal.

This task is a step in Process of Generating Proposals (End User).

To lock the proposal

1. Navigate to the Opportunities screen > Opportunities List view.
2. Drill down on the opportunity associated with the proposal.
3. Click the Proposals view tab, and in the Proposals list, select the proposal.
4. In the proposal record, select the check box in the Locked field.

NOTE:  If the Locked check box does not appear, click the menu button in the Proposals list, and then choose Columns Displayed.