Why is my Project View grayed out in Team Estimating?
How to Unlock the Project View tab.
When multiple users work on the same estimate, the first user (User 1) who selects "Sync Estimate and Lock Spreadsheet" will lock the spreadsheet for other users. This lock prevents users from overwriting each other's data.
The Project View will be inaccessible to other users until the user who has the lock is finished with their changes. After making the changes, the user must click on the "Unlock Spreadsheet" option, save the changes, and then close the estimate.
If another user (User 2) tries to access the same estimate while User 1 is still making changes, the application will recognize the lock and the project view will be grayed out. In this case, User 2 will have to close and reopen the estimate to access it.
Note: To identify who has the lock on the spreadsheet, hover over the Unlock Spreadsheet to see the name of the user. The user with the lock can manually Unlock the Spreadsheet at any time.
Unlocking the Project View using SQL
Here are the steps to unlock the project tab. This is run against the DESTINIData database.
Hosted clients will need to contact Becktech Support to remove any Project tab locks if the user is not available
1. Run the script below to find the name of the users that has the project tab locked
SELECT ProjectViewLockedBy, [Key], LastUpdateDatetime
FROM [EstimateContainers]
WHERE ProjectViewIsLocked = 1
Order by LastUpdateDatetime Desc
2. Add the user name and key in the quotes below and then Execute the query
Update [dbo].[EstimateContainers] Set [ProjectViewIsLocked] = 0, [ProjectViewLockedBy] = '' WHERE [Key] = ''
On-prem clients that have the Check In/Out Option ONLY
Online - Checked In
- Getting a lock requires that you also sync to pick up any changes that you don't have yet.
- The lock's life is only for the estimated session. What that means is that when you close the estimate (either simply closing open the active estimate or closing the estimate version) the current lock is released.
- If you have a lock, and then decide to unlock, you must save the estimate in order for the unlock state to get saved out. This is done so that any changes the user has just made are not lost
- If a user doesn't have a lock, their project view will constantly be updated. If they have a lock, syncing will not bring any changes
Offline - Checked Out
- Once the project view is locked and you're offline (it doesn't matter if the project view started off locked)....you CAN NOT unlock it. When we sync, the only way the offline changes are synced over is if the remote is locked by the offline user.