What is the 'Lock' feature for a project in the Bid Board?
Answer
The Lock feature is a security and control mechanism that freezes or locks in all current information within a project's Estimate and Takeoffs. This prevents any further editing or modification to those critical data points.
Can I still make changes to the project after it's locked?
Yes, you can still upload documents. This allows you to add final contracts, permits, client correspondence, or other supporting files even after the estimate is approved and locked.
Why would I want to lock a project?
The most common reason for locking a project is to signify and preserve the final approved version of the estimate. By locking it, you ensure that the cost and scope information sent to the client or used internally for budgeting cannot be accidentally or intentionally altered after final sign-off.