Scheduler Tools › Project Locks (Scheduler Tools)

Project Locks (Scheduler Tools)

When opening projects in Open Workbench or Microsoft Project, you can choose to open the project as read-only or as read/write.

• Read-only means no lock is placed on the project when opening it in a scheduler tool. Users can edit the project locally, but cannot save changes to CA Clarity PPM.
• Read/write means a lock is placed on the project when opening it in a scheduler tool. This prevents other users from updating the project and potentially overriding any changes while another user is making changes to the project.

When a project is locked:

• You can hold the lock until you close the project. You can update and save the project, and continue updating the project without losing the lock. This feature lets you update projects locally for extended periods of time. It also lets you share updated project information with other users as you continue to make changes.
• Other users can open a locked project as read-only. Users can make changes locally, but they cannot save the project to CA Clarity PPM.
  • In Microsoft Project, users can force a save. If users force a save, a message appears warning them that they may override changes made since they opened the project.
  • In Open Workbench, users can save the project as a new project. If users try to save a read-only project, a message appears and they can choose to save the file as a new project.

A project is unlocked when the user who locked the project saves it to CA Clarity PPM without saving it locally and then closes the project. If you have administrator rights, you can also unlock a project from CA Clarity PPM.

More information:

Unlock and Hold Locks on Projects (Microsoft Project)