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Lock a Budget


To lock a project's budget.

Things to Consider

  • Required User Permissions: 'Standard' or 'Admin' on the project's 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:


  1. Navigate to the project's Budget tool.
  2. Review the budget and make sure no further changes are required.
  3. Click the Lock Budget button. (Note: If you quickly realized that you need to make a change to the budget, 'Admin' level users can Unlock a Budget.)


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Last modified
11:01, 3 Apr 2017



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