Worksheet Status - Locked versus Unlocked

Locking Worksheets

When actively budgeting, a worksheet is unlocked and users are updating it. Once it has been submitted, the worksheet will be automatically locked, and no further changes can be made to the worksheet or an associated special purpose worksheet. It is recommended that all worksheets in a budget stay locked once the budget has been approved to prevent accidental changes.

Locking Versus Freezing

When a budget is frozen worksheet, it impacts all worksheets within the budget and all months up through frozen through date and cannot be modified. This is typically done when actuals are loaded into the budget and no changes should be made to those months. When a worksheet is locked no changes can be made to any row or column within the budget worksheets. Worksheets can be locked or unlocked independently of one another. Locking a worksheet indicates that the work of budgeting has been completed for that worksheet and no further changes should be made. It is important to ensure all worksheets are locked in approved budgets.

Locking and Unlocking from the Worksheet

A Martus Admin or any non-admin user who has "Can Unlock Worksheets" on their User Permissions can lock or unlock a worksheet.

1. Start on Planner > Worksheets.
2. Click Edit (pencil icon) next to any worksheet.
3. Click the Lock icon to unlock/lock the worksheet.
   OR
4. Go to Worksheet Actions > Submit and Lock or Unlock.
   
   

Locking and Unlocking from Planner Setup

A Martus Admin can lock or unlock all or specific worksheets from Planner > Planner Setup.

Unlocking/Locking all worksheets in a budget:

1. Start in Planner > Planner Setup.
2. Select the check box for the appropriate budget.
3. Click on Lock Worksheets or Unlock Worksheets.
   
   
   

Unlocking/Locking one or more worksheets in a budget:

1. Start on Planner > Planner Setup.
2. Go to the Worksheet Management tab.
3. Select one or more worksheets.
4. Click on Unlock or Lock.