Please navigate to Lists > Budgets.
- In the upper right hand corner there is a year selector. So you have the option to choose the year of the Budget Template that you are working on. By default it will be on the current year and is a sticky option.
Lock/Unlock Salesperson Budget
Click on the menu next to the budget template name on the right > select Lock/Unlock
Once you select Lock/Unlock button you will see the below screenshot. In this window, you can lock/unlock for all months by clicking on Lock All OR Unlock All on the top. Also, you can lock/unlock for specific months by clicking on lock/unlock symbols in front of each month.
- When locked by local managers, they can still access the budgets to edit without risk of their salespeople making changes.
- When locked by corporate users, all salespeople in all markets are locked, but managers will be able to access and edit.
To export Budget, please click Lists > Budgets > click on the menu next to the budget template name on the right > select Export. Budget template will be exported into Excel.
View Budget Change Logs
This function allows you to see who edited the budget, when the budget was edited, and other details. To access the Budget Change Logs, please navigate to Lists > Budgets > click on the menu next to the budget template name on the right > select View budget change logs