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Adaptive Planning
Last Updated: 2023-06-23
Troubleshooting: Accounts Locked on Sheets

Troubleshooting: Accounts Locked on Sheets

Users can't edit the sheet cells of locked accounts. Learn the possible causes and how to unlock the account from the
Modeling
 area of Adaptive Planning. Sheet users can also change their sheet views or launch Explore Cell to drill until they find unlocked cells. See #.
Cause
Solution
If the cells on sheets contain blue triangles and the background of the cell is gray, it's a calculated account. We always lock calculated accounts.
For certain calculated accounts, make the account data-entry for specific versions.
If the font is green and the background is gray, the time period has actuals overlay. We always lock actuals overlay.
Move back the actuals overlay through version settings. See Concept: Actuals Overlay.
As a sheet user, you can select the actuals version and change the data there.
It's a linked account. We always lock linked accounts.
Unlink the account, which removes data from the account for all versions, even locked version. This doesn't affect archived versions. See Add Links or Link Overrides to Accounts.
As a sheet user, you can right-click and select
Explore Cell
 to find the source account and edit the data from there.
If it's a standard sheet, the account is read-only for the sheet in the sheet settings.
  1. Select
    Modeling
     from the main menu.
  2. Click
    Level Assigned Sheets
     or
    User Assigned Sheets
    .
  3. Click
    Edit
     next to the standard sheet.
  4. Click
    Account Groups
    .
  5. From the
    Accounts for Sheet
     tab, select the account.
  6. Clear the
    Read Only
     check box.
If it's a standard sheet, the account is read-only for the specific level.
  1. Select
    Modeling
     from the main menu.
  2. Click
    Level Assigned Sheets
     or
    User Assigned Sheets
    .
  3. Click
    Edit
     next to the standard sheet.
  4. Click
    Customization of Sub-Levels
    .
  5. From the
    Accounts
     tab, select the account.
  6. Click the check boxes next to the levels until the checkmark displays. The checkmark indicates that users can edit the account for the level.
  7. Click
    Save and Close
    .
As a sheet user, you can select different levels to find unlocked cells.
You selected a locked version.
  1. Select
    Modeling
     from the main menu.
  2. Click
    Versions
    .
  3. From the list, select the plan version that's locked in sheets.
  4. In the
    Access Control
     section, clear the
    Locked version
     check box.
  5. In the
    Access Control
     section, select
    Full Access
     for the user types. See Lock, Archive, or Hide Versions with Version Access Controls.
  6. In the
    Options
     section, adjust
    Locked Leading Months
     to make it early enough in the timespan to unlock the cells in the sheet. Example: Select
    March 2022
     to unlock periods after March. If
    Completion Day
     is enabled for this setting, go to the root actuals version and adjust the
    Completed values through
     setting.
As a sheet user, you can try different versions.
In Workflow, someone changed the status to Submitted or Approved.
Change the level status to
Rejected
 to unlock the account for the level. Also check to see if the account is on a user-assigned sheet that is approved or submitted in Workflow for the level.
As a sheet user, you can try different levels.
You have View Only access rules for the level, account, and custom dimension intersection.
Update the access rules of the user. See #.
The account is a system account. System accounts calculate with preset formulas.
No action.
The account is an assumption and you didn't select the top-level. You only change data in assumption accounts at the top-level.
As a sheet user, you must select the top-level.