Unlock a Submitted Budget Item for Editing

In order to edit an approved budget item, any existing approvals and rejections regarding the budget item will be cancelled. The budget item must then be unlocked before editing is possible.

To unlock a submitted budget item for editing, select the appropriate budget from the Active/Closed/Archived Budget tab. Click the budget title to be taken to the Budget Item Per Budget Table.

Click the lock icon in the actions column of the budget item you wish to edit.

The lock icon opens a Confirmation Modal which states, “Locked for editing. Would you like to cancel approvals and rejection and unlock editing?

Select OK.

The lock icon is now replaced with the pencil icon in the actions column and the budget item is unlocked.

The pencil icon opens the Edit Budget Item Modal if clicked.

WIKI LINK HOW TO: EDIT A BUDGET ITEM