Required User Permissions: 'Standard' or 'Admin' on the Budget tool
When you lock a budget, the "Original Budget" data column is no longer editable in order to preserve the Original Budget values. Once a budget is locked, changes can only be made via Change Orders or Budget Modifications, which will give you an accurate historical record of all changes and their impact to the project's original budget. As a result, you will have a clear understanding of how the original budget iteratively evolved into the current budget over time.
If your company has enabled the ERP Integrations tool:
You must lock the budget before you can send it to the ERP Integrations tool for acceptance for export by an accounting approver. After locking the budget, see:
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