Reference: Version Access Control Results
Data
The table shows what end users can and can't do based on the locking method you select for the version.
Check box: Locked Version and Archived Version Data
| Prompt option: Locked
| Prompt option: Visible
| Prompt option: Import and Notes Only
| Prompt option: Locked Except Notes
| Prompt option: Hidden
| Lock Leading Months settings | |
Change data in sheets | No | No | No | No | No | No | Not in locked portion |
View data in sheets, reports, charts | Yes | Yes | Yes | Yes | Yes | No | Yes |
Add cell notes | No | Yes | Yes | Yes | Yes | No | Yes |
Change initial balances | No | No | N/A | No | No | No | Yes |
Import data | No | No | N/A | Yes | No | No | Yes |
Export data | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
Move actuals overlay forward in plan versions | No | Yes | N/A | Yes | Yes | Yes | Yes |
Add shared formulas | No | No | No | No | No | No | No |
Change formulas of calculated accounts | No. You can still change the default for unlocked versions. | No. You can still change the default for unlocked versions. | N/A | No. You can still change the default for unlocked versions. | No. You can still change the default for unlocked versions. | No. You can still change the default for unlocked versions. | Yes |
Copy data and formulas into cloned levels | No | No | No | No | No | No | Yes |
Enable new levels to inherit shared formulas of parent levels | No | No | No | No | No | No | Yes |
Change workflow status | No | Yes | N/A | Yes | Yes | Yes | Yes |
Add allocation and ellimination rules | No | No | No | No | No | No | No |