A budget is locked and I need to change it

Symptom

A service charge budget is in Locked status but you have identified a mistake or a change of plan.

Cause

Locked budgets cannot be edited because demands have been generated against them. Editing would retrospectively change what leaseholders were demanded.

Fix

1. Do not unlock the original budget unless absolutely necessary.
2. Instead, create a revised budget that supersedes the original.
3. Open the original budget and click Revise.
4. PropLink creates a new budget with the same data, pre-filled.
5. Make the required changes.
6. Submit and approve the revised budget.
7. Use the revised budget for the remaining demands of the year.

The audit log records the revision, the reason and the relationship between the original and revised budgets.

Year-end implications

The year-end reconciliation uses the most recent approved budget for variance analysis. If you revise mid-year, the report shows the revision clearly.

Prevent it next time

• Take care to review budgets thoroughly before approval.
• Use the approval chain so a second pair of eyes catches mistakes.

Still stuck?

Contact PropLink support if you need to handle a more complex case (a budget with several revisions, or a budget tied to a Tribunal order).