How to Lock a Schedule Line Item

Created by Privv Support, Modified on Tue, 12 Nov, 2024 at 2:02 PM by Privv Support

  1. Open the schedule you wish to edit.
  2. Find the line item you wish to lock.
  3. Hover to the right side of the item. A series of icons will appear. Click the ellipsis.
  4. Click Lock Line Item.
    • Note: Locking the line item means the item has been sent out for review through the applicable workflow. If no workflow was selected, it is locked and waiting to be marked as approved or rejected and sent back to draft mode.

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