Check Out Project - View

Client/Server Mode

Purpose

Projects are stored on the server for access by all users. Use check out project to download project files and information to your local system for viewing or editing. Using Check Out Project locks the project.

When the project is checked out for view, you can view all project information, such as pricing and reporting. You can not edit the project.

You can change Task fields, Dates, and Print Reports.

Clients must be connected to the network in order to access the server data.

Prerequisites

  • Must be operating CS Director in Client/Server mode.
  • Project must be created and exist on the server.
  • Client must be connected to the server.

Steps

To check out a project for view:

  1. From the main CS Director window, select Project List.
  2. Select a qualifying project from the Project List that is available for check out.
  3. Click Check Out Project.

  1. Select whether to Include attachments.
  • When checked, attachments are checked out with the project data and transferred from the server to the client.
  • When unchecked, attachments are not included with the project data and are not available if disconnected from the server.

Performance may be improved when Include Attachments is unchecked.

  1. Select Check out project for view.
  2. Click OK and the symbol displays next to the project, indicating the checkout status.

  1. When you are finished viewing the project, click Synchronize to Server.

  1. Click Release Project and the Release window displays.

  1. Click OK and the project is released from Check out project for view.

  1. Click OK.

When a project is checked out for edit or view, all required project data is transferred from the server to the client. This allows users to check out one or more projects for edit, and disconnect from the server if necessary.

 

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