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. 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 and you exit Project Task Gantt, Project Task Gantt will not release the lock.
• 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

  

  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".
• 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 and save changes to project tasks using the standard Salesforce interface.
• A message appears when you view a project in Project Task Gantt that is "locked" to another user:
  
  

Notes

Regardless of configuration, locked projects will always become available for editing by others following 24 hours of user inactivity.

Administrators can configure project edit locking—see "Configuring Project Edit Locking" for details.

Project edit locking only applies to project tasks and their child objects, not to other project-related objects such as assignments, resource requests or schedules.

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