Lock the Contract

After entering and saving the committed cost amounts for all contract line items, you can lock the contract. Locking the contract establishes it as a fixed, binding reference point for project execution, financial tracking, and auditing. Once a contract is locked, it becomes read-only and cannot be altered directly. This ensures that the original contract values remain preserved for accountability and compliance. 

When the contract is locked, you cannot:

• Modify the original contract values

• Add subline items

• Delete any contract line items

To lock an estimate

• Ensure that you are in the 'Commitment Contract' screen. if it is not already opened:
  • Click the app launcher and select 'Finance.'
  • Click 'Contract' at the top and 'Commitment' on the left

• Review the project contract and ensure it exhaustively covers all planned work
• Click 'Lock Contract' on the top right

Note: The 'Lock Contract' button appears only for saved contract. If you haven't done so, click 'Save' to save the contract configuration.

• Click 'Confirm' in the confirmation dialog.