Budgeting

How do I lock a budget to prevent further changes?

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To lock a budget:

  1. Click Budgeting in the sidebar menu.
  2. On the Budget list page, locate the budget you want to lock.
  3. Click the menu icon to the right of the budget’s name.
  4. Select Lock. Note: Once a budget is locked, it cannot be edited unless it is unlocked by a user with the appropriate permissions and a change is logged. A locked budget can not be deleted.

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