Finance lock mechanism is used to indicate if the finances entered in the system have been validated and locked. Finance representative sets the lock month to indicate that the numbers below finance lock month should be considered as locked or Actual finances. Finance administrators have control over the financial lock month – this date is set globally through the administrator module. Any data prior to this date is locked and cannot be modified unless explicitly re-opened for a particular project. If you are the finance administrator, you can unlock a project's financial information.
To unlock a global finance lock:
To unlock project finances if a temporary global lock has been set:
Working with Project Financial Data
Viewing Project Finance Summary
Requesting Financial Data Validation
Working with Finance Snapshots
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Last Published Wednesday, November 30, 2016