Locking and unlocking budgets and modifications

Locking protects approved budget information from casual editing.

Best for: Budget managers · Requires: Additional permission to unlock protected data.

You can lock the Original Budget and later modifications independently. Before locking:

1. Confirm the coding and amounts.
2. Resolve import conflicts.
3. Confirm any related PCO budget impact.
4. Export a review copy if required by your process.

Unlock only when the source budget itself must be corrected. If the financial story changed after approval, a new Budget Modification is normally clearer.

Prime CO budget modifications may lock automatically when the change becomes billable. Unlocking those records can break the connection between approved change history and the current budget.

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