DESCRIPTION

As a project owner, you may need to revise details for projects that have already received 'Approved' or 'Mod-Approved' status. This article provides a step-by-step process for making these revisions, covering how to unlock fields, apply necessary changes, and then re-lock the project. Following these steps ensures your updates are accurately reflected while maintaining the integrity of the established approval workflow.

pushpin Before you begin, your project must have a status of either "Approved" or "Mod-Approved" to be eligible for editing. To make any changes, you must first unlock the fields of your project.

STEP 1: Locate Your Project

  • To begin, find the project you wish to edit:

    • Navigate to the Lab Planning Home page.

    • Locate your specific project from the list.

STEP 2: Unlock Project Fields

Before you can make any changes, you need to unlock the project's editable fields:

  • Click on the Project Title or the Actions dropdown menu.
  • Select "Edit."
  • From the Manage Project dropdown, choose "Unlock Fields."
  • A warning pop-up will appear: "Would you like to unlock the project?"
  • Click "Proceed" to confirm and unlock the fields. Your project status will then change to "Approved - Edits in Progress."



pushpin Only fields that do not impact the budget, scope, or schedule of your project can be edited at this stage. You will only see the fields that are available for direct modification.

STEP 3: Update Project Information

  • Once the fields are unlocked, you can now make your desired revisions:

    • Carefully update the relevant project information.

STEP 4: Lock Project Fields

  • After completing your edits, you must re-lock the project to save your changes:

    • From the Manage Project dropdown, select "Lock Fields."

    • The system will prompt you to save your changes.

    • Click "Proceed" to confirm and lock the fields. The project status will revert to "Approved," and your changes will be saved.

    • If you need to continue making edits, click "Cancel."




What Happens Next

  • Once you've locked the fields, your project status will update to "Approved" with your new changes saved.

Frequently Asked Questions

1. Why do I need to unlock the fields? You must unlock the fields to signal the system that you intend to make changes. This process ensures that changes are tracked and only editable fields are accessible, protecting core project elements like budget and scope from unintentional modification.

2. What if I can't edit a specific field I need to change? If a field is not editable after unlocking, it likely affects the project's budget, scope, or schedule. These types of changes usually require a more formal modification process beyond simple field edits. You should consult your project administrator or relevant guidelines for making such changes.

3. Will others be able to make changes while I am editing? When your project status is "Approved - Edits in Progress," it indicates that you are actively making revisions. While the system typically manages concurrent access, it's best practice to finalize and lock your changes promptly to avoid potential conflicts or overwriting.

4. What happens if I forget to lock the fields after making edits? If you navigate away without locking the fields, your changes might not be saved. It's crucial to always complete Step 4: Lock Fields, to ensure all your updates are permanently recorded and the project returns to its "Approved" status.

 

 

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