Locking Forecast Periods

Quick Answer: To lock a forecast period in Moselle, open your forecast, click the gear icon, select Forecast Settings, then choose the period(s) to lock. Only the forecast owner can lock and unlock periods.

What Is Forecast Period Locking?

Forecast period locking is a Moselle feature that prevents other users from editing forecast values for a specific time period once a plan has been approved. It gives your team a stable, agreed-upon baseline to execute against — for finance, operations, and supply chain.

Key Benefits

• Preserve approved adjustments exactly as reviewed and signed off

• Prevent unintended edits during execution

• Enable accurate variance tracking by comparing actuals against a fixed forecast

• Align cross-functional teams on a single committed plan

When Should You Lock a Forecast Period?

Scenario	When to Lock
Monthly planning cycle	After the month-end forecast review meeting
Seasonal planning	Once your pre-season buy or production run is confirmed
Finance/budget alignment	When the demand plan is submitted to finance
Supply chain commitment	When purchase orders or production orders are issued

Best practice: Lock a forecast period only after your internal review is complete and the plan has been approved. Locking too early commits to a forecast before all adjustments have been made.

How to Lock a Forecast Period

Time Required: 2 minutes Who Can Do This: Forecast owner only

1

Open Your Forecast

1. Navigate to the Forecasting section from the left-hand menu.

2. Open the forecast you want to lock.

2

Access Forecast Settings

1. Click the gear icon on the right-hand side of the forecast.

2. Select Forecast Settings from the menu.

3

Select Periods to Lock

Select the period(s) you want to lock. You can lock:

• Individual weeks or months

• A range of periods

• At the SKU, channel, or full-forecast level — depending on how your planning is structured

Once locked, a lock indicator appears in the forecast grid so your whole team can see which periods are finalized.

What Changes After a Period Is Locked?

Once a period is locked:

• Other users cannot edit that period's forecast values

• The lock is visible to your whole team via the lock indicator in the forecast grid

• Variance tracking activates — as actuals come in, Moselle compares them against your locked forecast to surface accuracy metrics

How to Unlock a Forecast Period

Locking is not permanent. If your plan needs to change — a new customer order, an early product launch, a revised buy — you can unlock, update, and re-lock.

1

Open Forecast Settings

Click the gear icon on the right-hand side of the forecast, then select Forecast Settings.

2

Remove the Lock

Select the period(s) you want to unlock and remove the lock.

3

Make Your Updates

Edit the forecast values as needed.

4

Re-Lock the Period

Return to Forecast Settings and re-lock the period once your updates are finalized.

While a period is unlocked, other users can edit it. Re-lock as soon as your changes are complete.

Locking as Part of Your Planning Workflow

Locking works best as a defined step in your team's planning cycle — not a one-off action.

• Run your forecast (auto-forecast or manual build)

• Review and adjust with Mo or manually in the forecast grid

• Get team sign-off through your internal review process

• Lock the period to protect the approved plan

• Issue orders or submit to finance based on the locked forecast

• Monitor actuals vs. locked forecast as the period progresses

Related Guides

Forecast Best PracticesBuild Your Forecast with MoRefine Your ForecastForecast Settings