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Lock a Master Document

Locking a master document prevents it from being revised either directly by document workflow or indirectly by a project copy other than the one that is locking it. A locked master document may only be revised by the project copy from which the lock was placed.

A master document can be locked by either of two methods:

  • With the Create Project Copy and Lock command while creating a project copy as described in Create a Project Copy.

  • With the Lock Master Document command if the project copy has already been created without a lock as described in the following task.

To perform this task, you must be a member of a group that is assigned to the Contractor, Contributor, Document Controller, Project Owner, or Tenant Administrator role that is assigned to the parent folder.

Note:

Locking is recursive. This means that locking a master document will also lock any referenced documents. If locks on the references have been removed by other changes, you can refresh the locks by running this command again.

ClosedPowerWeb Procedures

Use these steps for PowerWeb.

To lock a master document to an existing project copy:

  • Choose one of the following options:

    • From the ribbon:

      1. Select the project copy.

      2. In the Project ribbon, in the Locks group, click Lock Master Document.

    • From the context menu:

      1. Right-click the project copy.

      2. Point to Project, point to Locks, and then click Lock Master Document.

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