How to Unlock Multiple Periods in Consolidation Process?
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How to Unlock Multiple Periods in Consolidation Process?

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Article summary

Locked periods are non-editable. To unlock multiple periods in the Consolidation Process, select the desired period and use the Unlock functionality to complete the process. 

Perform the below steps to unlock multiple periods in the Consolidation Process:

  1. Navigate to the Consolidation Control Panel from the Planful application home page.
  2. Select the required Scenario, Period, and Entity.
    senario period entity
  3. Select any locked period from the Consolidation Process tab and click Unlock from Entry Actions.
    unlock
  4. Select the required period from the calendar icon in From and click Unlock. 
    unlock periods
    Note: 
    You can also unlock multiple periods of other entities. Perform the below steps to do so:

    1. Expand the Entity dropdown and select checkboxes next to entities to select multiple entities.
    2. Click Apply.
      unlock multiple
    3. Click Unlock. If a rollup is unlocked, all its child entities (if any) are also unlocked.
      unlock 2

The selected periods of the entity (North America) are unlocked, and since the child entity is unlocked, the parent entity's (Consolidated Company) status is also changed to Modified.

parent child


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