Skip to main content
Solved

Project Place - "Forcing" Document Check in and Check out

  • January 31, 2025
  • 2 replies
  • 55 views

rzb1qs
Silver Innovator
Forum|alt.badge.img+1

Hello.  Is there a configuration setting with Project Place documents to force that documents be checked out and checked in?  We have as part of project specific documentation for active portfolio projects were we would like to have only check in and check out capability for our “quality” documents.  If there is customer solution documentation that I can be referred to - that input would be greatly benificial.  Thank you.

Best answer by Aayush

Hello Joe - The only mechanism that functions similarly would be the document locking feature during active editing sessions.I hope this helps!

 

This topic has been closed for replies.

2 replies

Aayush
Planview Falcons
Forum|alt.badge.img+4
  • Community Manager
  • Answer
  • May 14, 2025

Hello Joe - The only mechanism that functions similarly would be the document locking feature during active editing sessions.I hope this helps!

 


rzb1qs
Silver Innovator
Forum|alt.badge.img+1
  • Author
  • Silver Innovator
  • June 5, 2025

Thank you for your inputs.  I understand the resolution proposed.  This unfortunately does not meet the standards set by our quality department, so we have found an alternative solution utilizing SharePoint.  Thank you again.