Bulk Managing POV Lock Statuses

You can select a subset of POVs (a POV displays a particular version of an application for a selected snapshot, such as year, period, and scenario) and then lock or unlock them as needed.

You can also filter a list of locked/unlocked POVs, and then perform either a selected action or multiple actions at the same on the filtered set of POVs.

Locking POV Locations

Locking a POV prevents data from being loaded to a selected POV by locking all locations related to the current period and category for an entire target application. When a location has been locked, you cannot import, validate, export, or re-run the validation.

To lock POV locations:

  1. From the Actions menu, select Locations.

  2. From the Locations page, select the Lock tab.

  3. From Application drop-down, select the application associated with the POV to lock.

    Image shows the Lock tab.

  4. Optional: From Period drop-down, select the period to lock.

  5. Optional: From the Category drop-down, select the category to lock.

    For example, select Actual or Budget.

  6. Click Image shows the Select icon. to select the application to lock.

    Note:

    In order for the POV to show in the detail section, data must be loaded to it.
  7. Click Image shows the Lock icon. to lock the POV.

    A Confirmation message shows the application name that has been locked successfully.

UnLocking POV Locations

  1. From the Actions menu, select Locations.

  2. From the Locations page, select the Lock tab.

  3. From Application drop-down, select the application associated with the POV to unlock.

    Note:

    In order for the POV to show in the detail section, data must be loaded to it.
  4. Optional: From Period drop-down, select the period to unlock.

  5. Optional: From the Category drop-down, select the category to unlock.

    For example, select Actual or Budget.

  6. Click Image shows the Select icon. to select the application to unlock.

  7. Click Image shows the Unlock icon. to unlock the POV.

    A Confirmation message shows the application name that has been unlocked successfully.