Checking in and out
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Planning Procedure > Projects > Checking in and out |
Projects can be opened from the homepage or in the Task view.
To get an overview of multiple projects, you can open more than one project at a time. The projects will be displayed one below the other in the project plan. Alternatively, you can start CoRePlanner in a seperate browser tab for each project.
▪To open the list of projects, click Open on the menu bar.
▪To filter the list for a specific project, enter the project name in the Name field above the list.
▪To open a project, double-click its name.
Or
▪Select the checkbox of one or more projects and click Open at the bottom right.
In TPG CoRePlanner, a project can be edited only by one user at a time. In general, only the person who has created a project has edit permissions. However, permissions can be given to additional users in the database.
To edit a project, it must be checked out by you.
A colored line at the left edge indicates if a project is checked in or out:
Gray: Either someone else has set the project to the edit mode, i.e. it is checked out. Or you do not have permissions for the project. In both cases, you can open and read the project but cannot edit it.
Light green: The project is in the read mode, i.e. it is checked in. After opening the project, you can check it out:
Select the project summary task and click Edit Mode in the Projects group of the menu bar.
Dark green: The project has been checked out by you. After opening the project, you can edit it directly.
To enable other users to edit the project, check it in: Select the project summary task and click Read Mode in the Projects group of the menu bar.
By default, the last saved mode will be kept when you close the project. Depending on the settings in CoReAdmin, projects may be automatically checked in when they are closed.
If you have opened a project and open another one, you will be asked whether the current project should be closed. If you click No, the additional project will be shown below the current one.
▪To close a project without opening another one, select the project summary task and click Close on the menu bar.
