Unlock the Worksheet

You may need to unlock a locked plan for editing. For example, if the Unlock Forecast check box was cleared on the Forecast Generation Details page when generating a forecast or BUP. In another example, if a solicitation process is required for new locations or locations for which the data was updated, the root budget manager can unlock the budget and release the numbers.

Only the root budget manager can unlock a plan. Unlocking a plan makes the following state changes:

  • The state of the root location changes to Pending.

  • The state of the child locations change to the Initial.

When the state changes to Initial, budget managers of child locations cannot see the numbers they submitted until the plan is released to them again or is locked.