Overview
Lock rules
The Lock section in Farseer allows administrators to control data-editing rights by locking cells for specific years, versions, variables, or dimension combinations. This ensures that certain data remains fixed and cannot be modified by users.
Locking is especially useful once a dataset becomes final—for example, preventing changes to a previous year’s Actuals, or temporarily disabling input for a particular planning period or version.
Creating locks
To create a lock rule, click the “+” icon in the top-right corner.
Each rule lets you define exactly what should be locked:
A specific variable
One or more dimension tables
Individual members within those dimensions
A combination of variables, years, or versions
This granular control helps you protect finalized data, maintain consistency, and prevent unauthorized or accidental modifications during planning cycles.
Variable Lock Rule
When a lock rule includes a variable, that variable will follow only this specific rule.
Any other lock rules that might apply are ignored for that variable.
If you want to lock the entire variable—across all dimensions—leave the dimension section empty in the rule.