Lockup

Create a Lockup plan

The Budget & Capacity plan is the foundation for all FAB5 schedules including Lockup. In most cases, the Lockup plan will automatically be created alongside the Budget & Capacity plan. 

If you need to create a standalone Lockup, you must have a new Budget & Capacity plan that is not already linked to another Lockup plan. 

1. Go to Measure > Metrics > Lockup
   
   
    
2. Click '+ Add plan'.
     
3. Select the financial year and capacity plan to be linked to Lockup. 
4. Add a title e.g. 2026 Lockup
5. Switch the 'Active' toggle on if you would like the Lockup plan to be the default plan. NB* If you have the active toggle set to 'on' in more than one Lockup plan, the newest plan will become the default.
6. Click 'Add'. 
   
   
    
7. Teams will automatically sync from the Budget & Capacity plan. 
   
   You can also manually sync teams from the Budget & Capacity plan. Click on 'Actions → Refresh and sync teams' and the Revenue Won & Lost plan will update with the team changes. 
   
   

Update WIP & Debtors

1. Click 'Edit details' in the WIP Balance table.
   
   
    
2. Enter the team's closing WIP value in the relevant month. Enter negative WIP with a minus. 
3. Click 'Update.
   
   
    
4. Click 'Edit details' in the Debtors balance table.
   
   
    
5. Enter the team's closing Debtor's balance for the relevant month.
6. Click 'Update'. 
   
   Repeat this process for each team.
   
   
   
   
    

Go to Measure > FAB5 to review your Lockup KPI.

Rename a Lockup plan

1. Click the 'Plan' button.
   
   
    
2. Click the pencil icon. 
   
   
    
3. Change the title and click 'Update'.
   
   

Delete a Lockup plan

1. Click the 'Plan' button.
   
   
    
2. Click the bin icon. 
   
   
    
3. Click 'Delete' to confirm.