Open topic with navigation

Project Edit Locking Overview

FinancialForce PSA uses project edit lockingA mechanism used to manage situations where multiple users need to edit project tasks, assignments and dependencies in the project plan. Applies to native Salesforce objects and in Project Task Gantt and Gantt (Beta). to manage situations where multiple users need to edit project tasks, assignments and dependencies in the project plan. The ability to edit a project's tasks is "locked" to your Salesforce user—through Project Task Gantt or the standard Salesforce interface—preventing other users from making or saving any changes. This enables you to collaborate with others on the project plan without causing data conflicts. Here's how it works.

• Verify your administrator has enabled the releaseLock Visualforce page for your user profile. If this page is not enabled, when you exit Project Task Gantt, the lock is not released.
• If you're allowed to edit the project, you automatically get an edit lock by viewing the project in Project Task Gantt. This allows you to edit the child project tasks.
  Note:

  Note

  

  You must be the Project Manager or have been assigned the Project Task Gantt Edit permission control for the project. For more information, see Project Task Gantt Permissions Overview and Gantt (Beta) Permissions.
• You also get an edit lock when you edit project tasks, including their assignments and dependencies, using the standard Salesforce interface.
• You might lose your edit lock if another user chooses to break your lock and start editing the project tasks. This depends on configuration chosen by your administrator.
• You will lose your edit lock if you're inactive for five minutes.
• You might be given the option to break another user's edit lock and switch them to read-only. This depends on configuration chosen by your administrator.
• A message appears if you try to access a project that another user is editing at the same time. This happens when you select the project in Project Task Gantt or try to save changes to project tasks using Gantt (Beta) or the standard Salesforce interface.
• If you are making changes to a project in Gantt (Beta) that another user has open in Project Task Gantt, when you click Save, a message is displayed asking if you want to break the lock and continue to save. If you break the lock, the Project Task Gantt user will be locked out of the project, will have to refresh, and could lose any unsaved changes.

© Copyright 2009-2019 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.

Open topic with navigation