Worksheet Status - Frozen vs. Unfrozen

Frozen Budget Worksheets

When a budget is frozen, all months up through the Frozen Through date are frozen and cannot be modified, for all worksheets in the budget. Reforecast budgets are typically frozen while budget managers are working through them. 

All budget worksheets for a single budget are frozen in three ways:

• Load actuals to existing budget - When actuals are loaded into an existing budget, a date indicated by the user determines the Frozen Through date. The budget is automatically frozen.
• Create a new budget - When creating a new budget based on current year actuals and budget, Martus will use the Last Closed Month date to load actuals and set the Frozen Through date. The budget is automatically frozen. 
• Manually freeze a budget - You can freeze a budget manually, and indicate the Frozen Through date by using the Budget Actions menu in Planner > Planner Setup > Budget Management.

Freezing All Budget Worksheets

A Martus Admin can freeze all worksheets in a budget.

1. Start in Planner > Planner Setup.
2. Select the check box for the appropriate budget.
3. Click Freeze.
   
   
   
4. Enter the appropriate Freeze Through Date. The default is the current Last Closed Month, however any month in the fiscal year can be selected.
   
   
   
5. Click Freeze.

Unfreezing All Budget Worksheets

A Martus Admin can unfreeze all worksheets in a budget.

1. Start in Planner > Planner Setup.
2. Select the check box for the appropriate budget.
3. Click Unfreeze.
   
   

Changing the Frozen Through Date on a Budget

If the Frozen Through date needs to be changed, use the following steps.
    NOTE: This method does NOT change what actuals are loaded into the budget. 

1. Start in Planner > Planner Setup.
2. Select the check box for the appropriate budget.
3. Click Unfreeze.
4. Select the check box for the appropriate budget again.
5. Enter the appropriate Freeze Through date.
6. Click Freeze.
   
   

Freezing or Unfreezing Individual Budget Worksheets

A Martus Admin can unfreeze or freeze any worksheet in a frozen budget.

1. Start in Planner > Worksheets.
2. Click Edit (pencil icon) next to any worksheet.
3. Go to Worksheet Actions > Unfreeze/Freeze Worksheet.

Notes:

• Frozen months cannot be updated on the worksheet itself, by posting SPWs, or by posting a personnel scenario to the budget. (You will still be able to open up the SPW and edit the numbers but if the SPW is posted to the budget and numbers from the the frozen months have been updated, those frozen month numbers will not show in the budget.)
• If the budget is not frozen, individual worksheets cannot be unfrozen or refrozen. However, if a budget is frozen, an Admin can temporarily unfreeze a worksheet in that budget. The worksheet can be refrozen with a Worksheet Action, and it is automatically frozen when the Admin user leaves the worksheet.
• Uploading a Martus budget into Intacct is not affected by locked or frozen worksheets.
• A Locked worksheet means that no changes can be made to any of the months in the worksheet. Individual worksheets can both be locked and frozen.
• Actuals can be updated at any point within a frozen budget by selecting the budget from Planner >Planner Setup Worksheet Management and clicking on Load Actuals. This will update all months with actuals through the date selected as the frozen through month. 
• Approved budgets that are approved, simply need to be locked, they do not also need to be frozen.