PMI includes a Period Locking function that allows Revenue Managers or Head Office personnel to lock values after a specific date.

What is Period Locking?

• Budget, Forecast, and Actual values can be locked per period (typically monthly).
• A common use case is locking the Budget at year-end for the upcoming year.
• Locking can be configured via the Advanced Settings module by authorized users.

Once a period is locked:

• Users can no longer edit values within that time frame.
• This enforces data governance and prevents late or accidental changes.