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, select Unlock.
  2. When prompted, enter an explanation for unlocking the budget, and then select 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