What is a lock date?
A lock date restricts users from editing amounts on the Pipeline grid. Any periods on or before the locked date cannot be edited unless the lock date is changed. Any periods after the lock date remain editable.
Only admin users have the right to lock and unlock periods.
Applying a lock date
- Go to the Data & CRM tab within Settings.
- Click into the date field to select a month to apply a new lock date.
- Then click Update.
Impact of lock date
A lock date as the effect of preventing changes to forecast periods on or before the lock date. This will make the relevant month columns on the Pipeline gird "Locked". Locked periods will appear greyed out with a lock symbol in the column header.