Checking Out the Task Schedule for Editing

Project managers can check out the task schedule to make changes to the schedule.

Checking out the task schedule is the primary method for controlling access to the schedule by team members and other managers. While a manager has the schedule checked out, no one else can edit any task data in the schedule (note: team members can continue to update tasks to reflect their work).

You do not need to check the schedule out in order to edit tasks in the Task List but if your workspace has multiple managers who might edit tasks, you may want to do so to avoid a conflict with multiple people editing the same schedule at the same time.

The task schedule can have two states:

Checked In - All managers of the workspace can add and delete tasks. Managers can also editing existing tasks from the Task List .
Note: Any schedule changes made through the Gantt Chart require the schedule to be checked out. Members can update tasks.
Checked Out - The schedule can only be changed by the manager who checked it out. No other managers or members can add, edit, or delete tasks from any view. Members can update tasks.
Note: When a schedule has been synchronized using ProjectTransit, the schedule is checked out and a message indicates that it is "locked," with the name of the project manager who did so.

TO CHECK OUT THE SCHEDULE:

Note: You must be a manager of the workspace to check out the schedule.

Navigate to the workspace for which you want to check out the schedule.
On the Workspace Menu, click Tasks, then Task List.
With the Task List displayed, click Check Out Schedule on the Task List toolbar.

When a Schedule is Checked Out

When a project manager checks a schedule out, a message displays at the top of the Task List, and if you are a manager, you have the option to override the check out. If another project manager in the same workspace opens the Task List while the schedule is checked out, an Override Check Out option displays in the toolbar. For more information, see Overriding a Schedule Checkout.