---
title: "Lockup"
url: "https://knowledge.wizehub.co/en/article/lockup"
language: "en"
last_updated: "2026-06-25T01:48:09.272Z"
---

# Lockup

This article demonstrates how to create and update the Lockup plan.

### 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**  
      
    ![](https://cdn-assets.productfruits.com/dda0ffbe-7928-4748-9d63-36a769f55a7f)  
     
2.  Click '+ Add plan'.  
     ![](https://cdn-assets.productfruits.com/9fd29884-d1f8-4533-8ced-7f4f148f14c1) 
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'.   
      
    ![](https://cdn-assets.productfruits.com/eed060f6-29d4-40c0-baab-7f2fa286614b)  
     
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.   
      
    ![](https://cdn-assets.productfruits.com/63c3f2ff-b63b-41fa-9261-9abdf0a279b5)

### Update WIP & Debtors

1.  Click 'Edit details' in the WIP Balance table.  
      
    ![](https://cdn-assets.productfruits.com/2865a4ef-d460-4e1a-b1d1-c86b02bdf8ba)  
     
2.  Enter the team's closing WIP value in the relevant month. Enter negative WIP with a minus. 
3.  Click 'Update.  
      
    ![](https://cdn-assets.productfruits.com/0cec8acf-73fb-4694-862b-6df4bd5cdc93)  
     
4.  Click 'Edit details' in the Debtors balance table.  
      
    ![](https://cdn-assets.productfruits.com/d99a9a9f-6514-4457-942f-cfeb3e76d53a)  
     
5.  Enter the team's closing Debtor's balance for the relevant month.
6.  Click 'Update'.   
      
    *Repeat this process for each team.*  
      
    ![](https://cdn-assets.productfruits.com/60451ebe-f446-46f7-b24a-0f118ba4ddee)  
      
    ![](https://cdn-assets.productfruits.com/ed7811e4-473f-45a6-8bcc-8370244343ca)  
     

Go to *Measure* > **FAB5** to review your Lockup KPI.

![](https://cdn-assets.productfruits.com/ac845e93-b2da-4957-af91-02d670a23d98)

### Rename a Lockup plan

1.  Click the 'Plan' button.  
      
    ![](https://cdn-assets.productfruits.com/4c97c2f0-1394-425a-bedd-ba9b07afdfd6)  
     
2.  Click the pencil icon.   
      
    ![](https://cdn-assets.productfruits.com/ced9c7a1-862a-48da-83ae-2598ddf633e3)  
     
3.  Change the title and click 'Update'.  
      
    ![](https://cdn-assets.productfruits.com/2d2c0197-57af-4f46-91d9-0abbddd8195f)

### Delete a Lockup plan

1.  Click the 'Plan' button.  
      
    ![](https://cdn-assets.productfruits.com/df516e53-6cc8-4865-ac0d-1b36b87b9c9a)  
     
2.  Click the bin icon.   
      
    ![](https://cdn-assets.productfruits.com/24b37bf5-0687-418b-8082-519dcde35fdb)  
     
3.  Click 'Delete' to confirm.  
      
    ![](https://cdn-assets.productfruits.com/79d84455-511e-4748-a4f1-3a2c6dd3571a)