In PMI, forecast periods like May can become locked after a certain point to protect finalized data. If you have the right role (e.g. Operational Manager, Controller), but still can’t edit, it’s likely due to Period locking being active.
What to do:
Check Period Locking:
- Go to Advanced settings > Period locking
- Look for a padlock icon next to May.
- If it’s locked, click to unlock — this will open the period for editing.
Still can’t unlock it?
- You may have edit rights, but not access to Advanced Settings.
- In that case, ask your administrator or HQ finance contact to unlock it for you.
Once unlocked, you can go back to your module (Cockpit, Forecast, etc.) and make the changes you need.
