Issue: You’re trying to change rates (or other values like hours, productivity, or labor costs) for a past month in PMI—like April—but the fields are locked and uneditable.

Why It Happens

PMI automatically locks all historical data to preserve reporting accuracy. Once a month ends, the system treats that data as actuals, not forecasts. This affects all modules, including the Cockpit and Budget & Forecast.

What to Do

You’ll need to unlock the period using Period locking:

1. Go to Advanced settings → Period locking
2. Find the padlock icon for the relevant month (e.g., April)
3. Click it to unlock the period

Once unlocked, all related values for that period become editable across the system.

Important Notes

• Only users with elevated rights (like Admins or Revenue managers) can unlock past periods
• If you don’t have access, contact your PMI administrator
• Treat unlocked periods with care—editing actuals should always be intentional and documented