- Press Lock Bid in the budget bar (or in the section list).
- Check what will happen and press Lock Bid.
When the bid is locked:
- Line quantities, rates, overtime, section rates and budget settings become read-only.
- An immutable snapshot of the approved bid is saved in version history, and a PDF of the bid is kept with the budget.
- The status moves to Working.
- The team keeps working: changes go into the running budget, and actuals, notes and descriptions stay editable.
Only the budget owner or a workspace admin can lock and unlock.
Not what you were looking for? Write to hello@actualsbudget.com.