Locking and Unlocking Bid Periods in Work Planner

Once a bid is in progress, employee bids can be locked to prevent them from being changed, and then unlocked as needed.

  1. To lock a bid:
    1. Open the Bidding screen.
      This is typically found under Task > Bidding > Bid.
    2. Select Bidding > Lock Work Planner for Bid Period.
      A check mark appears indicating the Work Planner screen is locked.
  2. To unlock a bid:
    1. Open the Bidding screen.
    2. Select Bidding > Lock Work Planner for Bid Period.