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Lock a forecast

How to lock a published 1 year P&L forecast to make it read-only and prevent further changes from being made.

Updated over 2 weeks ago

When you publish a 1 year P&L forecast, any user in your Futrli workspace can access and edit it. If you don't want anyone to be able to edit it, you can lock the forecast to make it 'read-only'. This prevents the forecast from further editing and is irreversible. ​

  1. Click the Forecasting tab.

  2. In the left-hand menu, click the 'Published' dropdown.​

  3. Click on the report, then click Close (Lock the data).

  4. Click Close this budget to confirm.

It appears with a padlock πŸ”’ icon next to it.

πŸ“ŽNOTE: You can't unlock a locked forecast. However, when you create a new forecast, you can use the Create from an existing forecast option, and select the locked forecast to duplicate it.

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