How to manage locked time periods – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

How to manage locked time periods

Time report locking can be done in reports:

  • Time report locking (locking for all projects)
  • Time report locking by project (locking for selected projects)

Locking

  1. Go to Reports & indicators > Reports.
  2. Select report Time report locking.
  3. To change to either weekly or monthly view, click View By Month/View By Week.
  4. Click on the checkboxes of the time periods you want to lock.
  5. Click Lock Selected and OK.

Note: If time period or parts of it are already locked in the other view, time period has the status ‘Locked on a month/week level’.

Unlocking

  1. Go to Reports & indicators > Reports.
  2. Select report Time report locking.
  3. Change to either weekly or monthly view by clicking View By Month/View By Week.
  4. Click on the checkboxes of the time periods you want to unlock.

    Note: If the time period or parts of it are locked in the other view, you must go to the weekly/monthly view to unlock them. This is indicated by the status ‘Locked on a month/week level’.

  5. Click Unlock Selected and OK.
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