Worksheet Status - Frozen versus Unfrozen

Frozen Worksheets

When a budget is frozen, all months up through the current Last Closed Month are frozen and cannot be modified, for all worksheets in the budget. Approved and reforecast budgets are typically frozen.

Budgets are frozen in two ways:

• Manually using Budget Actions in Planner > Planner Setup 
• Automatically whenever actuals are loaded into a budget

Freezing Versus Locking

A Locked worksheet means that no changes can be made to any of the months in the worksheet. A budget and individual worksheets can both be locked.

Freezing or Unfreezing the Budget

A Martus Admin can unfreeze or freeze all worksheets in a budget.

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

Freezing or Unfreezing a Budget Worksheet

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

1. Start in Planner > Worksheets.
2. Click on 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. 
• 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.