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Locking the Project or Project Items
Locking the Project or Project Items
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Written by Ashok P
Updated over a week ago

The Lock feature in Project Editor allows you to lock Items from being edited within the Project, lock the entire project from being edited, and/or lock reports from being generated. The latter two can be manually set here or they can be triggered by Workflow Rules. Each feature has an unlock option.

lock button.jpg

You must have User group permissions to lock/unlock Items, Projects, or Project Reports.

Lock Project

This will lock a Project for all edits, i.e. the Project is read-only. This can be set manually here or a lock can be triggered via Workflow Rules. You'll be prompted to confirm.

project prompt.jpg

Locked Projects display the following icon in the Project Explorer.

locked project.jpg

Lock Project Reports

This will lock Project Reports and users will not be able to generate reports for the Project. This can be set manually here or a lock can be triggered via Workflow Rules. You'll be prompted to confirm.

lock reports prompt.jpg

Projects with locked Reports display with the following icon in the Project Explorer.

locked report.jpg

Unlocking Project and Reports

When you unlock a Project or unlock the reports for a Project, the following prompt will display if there are any Workflow Rules that exist that lock Projects or Reports.

workflow rules.jpg

Lock Project Items

You may wish to lock certain items within a Project to prevent them from being edited, e.g. installed items. Select the Products you wish to lock. Click Yes on the following prompt.

lock confirm.png

A lock icon will appear in a column within the Project Editor indicating that the items are locked.

locked item.jpg

Project Setting

Under Project Settings in the Control Panel, there is a setting that will automatically lock items when they are marked as "Installed."

report setting.png
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