If you cannot edit a value or formula in P&L Planning, the reason is usually one of the following:
1. The account has a Source Definition
If you see a calculator icon on the account line, the value is controlled by a Source Definition. You cannot type directly in the cell. To adjust it, open the Source Definition and edit the setup there.
See: How to populate and edit accounts
2. The account is a parent (summary) account
If the account has sub-accounts underneath it, it is summing those values.
Parent accounts cannot have their own formulas.
Edit the calculation on the sub-accounts instead.
See: How to populate and edit accounts
3. The version or period is locked
Editing may be restricted if:
- The version is submitted or locked
- The period is locked
- You do not have sufficient access rights
Check your View Options and confirm you are working in an editable (WIP) version.
See: Planning Menu – Tools and View Options overview
4. The cell was manually overridden
If a month was manually edited, the formula may be overridden for that period.
You may need to reset the cell to restore the calculation.
For differences between manual input and Source Definitions:
See: Input methods in Planning: manual, even and source definition explained
If you still cannot edit the account, contact your system administrator to verify permissions and account configuration.
