Locking Budgets

Overview

Budget versions can be locked with or without a password to protect them from being changed.

When a budget is locked without a password, no edits are possible until the budget is unlocked through Version Control. If a budget is locked with a password, then BudgetLink will request the password before any edits or imports are allowed.

How to lock a budget

Locking budgets within BudgetLink

Follow these steps to lock your budgets.

1. From the BudgetLink Menu, go to 20. Budget Entry;
2. Click on Version Control from within the menu;
3. Click on the Version Control button and answer any prompt that display;
4. Select the budget to lock and click Edit Version Details;
5. Click on the Protection tab;
6. Tick the Lock the version and protect it from change;
7. Optionally enter a password, and confirm it;
8. Click OK on the Edit Version dialogue;
9. Click Close on the Version Control dialogue;

Notes

• If using BudgetLink's Security feature, only the Adminstrator can go to Version Control.

Related Topics

Budgets