Unlock the budget

If the budget has been locked, you must unlock it to make any budget changes or certain cost sheet modifications, such as adding or modifying cost sheet rows.

To unlock the budget:

  1. From the Budget Distribution window, click the Unlock button.
  2. When prompted, enter an explanation for unlocking the budget, and then click OK.
  3. Make edits to the budget or cost sheet as needed, and then save and lock the budget again.

Permission matrix for the Budget Distribution window

Assigned Budget

Budget Distribution

Import Summary Budget

Not Added

Added

Lock

Unlock

View

Edit

 

X

X

Yes

Yes

Yes

Yes

Yes

 

Restrictions

(View)

Restrictions

(Edit)

 

 

 

 

 

 

Yes

 

No

No

Yes

No

No

 

Yes

Yes

Yes

Yes

Yes

Yes

Yes

 

No

 

No

No

No

No

No


Last Published Friday, April 11, 2025