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Function documentationLock Logic

 

Project Management supports efficient execution of projects by using the following lock logic:

  • When you edit a project all dependent project elements are locked. This enables the project lead, for example, to plan the dates for the whole project.

    Note Note

    When you edit a project, whether the system opens the project in display mode or change mode depends on your user settings. If you open a project in display mode and the project definition is selected, when you switch to Edit mode, the project definition and all its dependent project elements (roles and checklist references) are locked.

    You can open all further project elements, such as phases or tasks in a global or local processing mode. The project definition uses the global processing mode. You can only switch modes if the project definition is selected. If you are in edit mode, the other project elements you navigate to are also in edit mode and are locked. The edit mode is passed on to the other project elements by the project definition.

    The local processing mode applies to all further project elements apart from the project definition. You can lock or unlock individual project elements by switching to the relevant mode according to the project element that is selected. Phases pass on their processing mode and therefore the lock, to all project elements below the phase. If you switch to edit mode for a phase, all tasks, checklists, and so on below this phase are also switched to edit mode and are locked. The same applies the other way round; if you switch modes for a project element below a phase, the system also switches to the same mode for the phase and all of the project elements below this phase and they are locked or unlocked accordingly.

    End of the note.

  • If you process an individual approval, you only lock the approval that the individual approval belongs to. This enables multiple decision makers to process their individual approvals simultaneously.

    You can continue to edit all other project elements at this stage:

    • If the individual approval causes the status of the approval to change, the system also locks the phase.

    • If the approval causes the status of the phase to change, the system also locks the project definition.

  • You can edit tasks and checklist items in parallel. This allows multiple users to confirm various tasks or checklist items in the system at the same time, without creating a lock conflict, for example. If you are editing a task or a checklist item in a project, you also lock the phase that the project element belongs to by a read lock. You can continue to edit the project definition and other phases provided that you do not make any changes to them that also affect the locked phase. As the phase has a read lock, you are able to edit other tasks or checklist items belonging to the same phase.

  • If you edit checklist, project, or control plan templates, all dependent elements are locked.