Matrix for Media

Monarch - Budgets - Lock/Unlock and Change Logs - Manager

Please navigate to Lists > Budgets

 

Lock/Unlock Salesperson Budget  

Click on the menu next to the budget template name on the right > select Lock/Unlock

Once you select Lock/Unlock button you will see the below screenshot. In this window, you can lock/unlock for all months by clicking on Lock All OR Unlock All on the top. Also, you can lock/unlock for specific months by clicking on lock/unlock symbols in front of each month.

Note:  

  • When locked by local managers, they can still access the budgets to edit without risk of their salespeople making changes. Corporate users will still have access.
  • When locked by corporate users, all salespeople and local managers in all markets are locked.

View Budget Change Logs  

This function allows you to see who edited the budget,  when the budget was edited, and other details. To access the Budget Change Logs, please navigate to Lists > Budgets click on the menu next to the budget template name on the right > select View budget change logs   

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