Locking Data

You can lock an entity for a period or periods if you do not want users to be able to modify that data, and if you are in the Lock Data security role. When data is locked, you cannot change the data for that scenario, year, entity, parent, value, and period.

When you lock data, the system locks recursively across the Entity and Value dimensions, so it is only necessary to select the top parent. When you lock a parent entity, the system locks recursively upward starting at all of the base entities. For each entity, Value members are locked in this order: Entity Currency, None, Parent Currency, Contribution Total.

You can lock data for a period only if these conditions are met:

  To lock data:

  1. From a data grid, select a cell for which to lock data.

  2. Right-click and select Lock.