Skip to main content

Allowing Multiple Users to Edit a Project

How to allow Multiple Users to edit a Project at the same time

A
Written by Ashok P
Updated this week

You can allow multiple users to edit a project at the same time. SI will save the changes made by all users.

Enable Multi-User Editing

A precondition for enabling Multi-User Editing is that all projects active in SI will need to be checked in to the SI Server. You will see a prompt stating the number of projects you and other SI users have not checked in, and requesting that they be checked in.

To enable Multi-User Editing, go to Control Panel > Project Rules, and select the Allow multiple Sl users to work on a project at the same time checkbox under the Multi-User Editing tab.

You will see a pop-up displaying the implications of enabling Multi-User Editing.

Click Yes in the pop-up, then click Save in the Project Rules modal.

As soon as you enable Multi-User Editing, all active SI Client sessions to the SI Server will be closed. Users will need to reconnect to the SI Server to use SI. This also applies when you disable Multi-User Editing.

Changes in SI With Multi-User Editing Enabled

When the Multi-User Editing functionality is enabled, you will see the following changes on the SI UI and functionality.

Check-In and Check-Out

The "Check-In and Check-Out" functionality used when closing or opening projects will be inactive until you disable Multi-User Editing. So you will not see the Checked In column in Project Explorer, nor will you see the prompts to check in and check out projects.

The changes made in the project will be auto-saved to the SI Server, and you will not see the Save, Check In, and Check Out buttons in the top-left corner in Project Editor.

Saving

Changes made in the Project Editor are immediately saved to the SI Server. Project Editors refresh incrementally from the SI Server every 3 minutes, or before the user does any action within the project, e.g. add items, edit locations, etc. You can also click F5 anytime to refresh the data in the Project Editor.

Project Prompt Settings

The Check In tab under Project Prompt Settings in Control Panel will be replaced with the Files tab, which includes settings for checking in drawings, files, and Mobile Install (MI) documents.

Multiple users working on a project will have the option to check in and check out project files and add MI documents when the project is opened.

The users working can configure their own preferences under Project Prompt Settings.

Check out this article for more details.

Users Working on the Project

You will see a Sessions button in the lower-left corner in Project Editor. Clicking this button opens a modal showing all SI users with the project open.

You can disconnect a user from the project if needed by selecting the user and clicking Disconnect in the lower-right corner.

Users will be disconnected from a Project Editor session when there has been no activity in the last two hours.

Cannot Work Offline

The "Work Offline" functionality will be inactive until you disable Multi-User Editing.

If you click Work Offline in the Start menu, you will see a prompt stating that you cannot work offline.

Archive Project

When Multi-User Editing is enabled, to archive a project, all project files from users who are editing the project will need to be checked in to the SI Server.

SI will use the "Check in

Project Settings

If multiple users are updating a Project Setting (one of the settings available under the Settings wheel in Project Editor), SI will save the changes of the user who saved their changes first and prompt other users to reopen the setting when they try to save their changes.

Did this answer your question?