How To Lock Budget Figures

The process of creating a budget may involve a lot of people, both onboard and in the office, so this means that a lot of users may have access to alter an change the budget details during this process.
However, once the budget figures have been decided, either the suggested or the actual budget it is an good idea to lock the figures down stopping users with the user right to edit from editing any further.

There is a separate user right in the budget module for locking and unlocking budget rows and should only be given to a very limited list of users. This function will allow users to lock any of the following three budget figures:

• Suggested budget (Unit)
• Suggested budget (Office)
• Budget

Here is how to use the lock\ unlock budget function.

1. Enter values in any of the three previously mentioned budget details row.
2. Select the rows in question (if not all)
3. Click the [Lock budget detail] button, and the following dialog should appear.

Fig 13: The “Lock budget row” dialog.

1. Action: Tick the relevant action you wish to perform, either “lock” or “unlock”
2. Column: Tick the column(s) you wish to lock (You can lock multiple in one operation)
3. Rows: Tick if you wish to lock only for the rows that have been selected, or all rows in budget.
4. Click [OK]

A small “pad lock” icon is displayed in the locked fields. If the [Edit in grid] function is turned on, the locked fields will not be highlighted in blue since they no longer are possible to edit. Locking and unlocking of fields will be recorded in the budget row change log.

Fig 14:  Budget grid where Locked fields shows padlock icon and is no longer highlighted with the [Editi in grid] function turned on.