PowerSteeringPowerSteering User GuidesEnd User Guide Using the Financial ReviewHow do I unlock metrics using the Financial Review?

How do I unlock metrics using the Financial Review?

Once a metric is locked you can no longer enter or edit data for those particular cells. You can unlock those metrics using a procedure that is very similar to the metric lock. This article describes how to unlock metrics using the Financial Review.

Note: Metric Lock is a replaceable term in PowerSteering. This term may appear differently on your PowerSteering site.

1. Click Financial Review

Click Financial Review
  • On the Icon Bar click the Review button, then click Financial Review.

2. Click Portfolio

Click Portfolio
  • Click Portfolio, select the name of the portfolio you want to display.

3. Click Layout

Click Layout
  1. Click Layout, select the name of the layout you want to display.
  2. Click Go.

4. Select Metrics to Unlock

  • Click the check box(es) for the item(s) you want to unlock to clear the selection. To clear all the check boxes at one time, click the All check box at the top of the page to clear the selection.

Note: Metric Lock is a replaceable term in PowerSteering. This term may appear differently on your PowerSteering site.

5. Set Lock Date

Set Lock Date
  1. Click the date field next to the All check box to display the calendar.
  2. Select a date for your metric unlock.
  3. Click Save Changes.

Note: The metric lock date that you select will unlock the metrics up to the end of the period for that specific date. For example if your metric period is monthly, and you unlock the metric on July 5th, the month of July will be unlocked. Users will now be able to enter data in the month of July or any months prior to July. If your metric period is quarterly, and you unlock the metric in the middle of February, the entire quarter (months January, February and March) will be unlocked along with any prior quarters.  

6. View Unlocked Cells

  • View the cells that are now shaded as a result of unlocking the metric.

Note: Cells can be locked using a very similar procedure to what was described above. If you have the permission to unlock metrics, you also have the ability to lock metrics. See the article How do I lock a metric using the Financial Review? for more information.

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