To lock in your budget you will need to have received a Bill of Allowances from your estimator. To learn how to get a Bill of Allowances, click here.

To lock in your budget follow the below steps:

1. Navigate to the "Financials" section via the menu or navigation bar.
2. Once you have received a Bill of Allowances, there will be an orange notification at the top of the page. When you have checked your Bill of Allowances and wish to lock it in and start tracking against it, click the orange "Lock Budget" button on the right hand side.
3. A window will popup confirming you want to lock in your budget as you cannot undo this action.
4. Once you are happy to lock in your budget, click the orange "Lock Budget" button on this confirmation screen.
5. Once you have locked in your budget, you now have access to the rest of the Financials features, click the orange "Explore" button to access it.