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Lock a forecast

Lock a published P&L budget in Futrli to prevent further changes.

Locking a published P&L budget makes it read only for all users. Once locked, you can't edit or unlock it.

  1. Open the Forecasts tab.

  2. Open the Forecasts list tab.

  3. Against the P&L budget to be locked, select Actions.​

  4. Select Lock.

  5. Select Confirm.

The P&L budget now displays as Locked.

📎 NOTE: You can't unlock a locked forecast. If you need to make changes, create a new forecast by copying the locked forecast.

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