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 Copy a Master Document To a Project Folder.
- 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 group that is assigned to the Contractor, Contributor, Document Controller, Project Owner, or Tenant Administrator role that is assigned to the parent folder.
- Locking is recursive. That is, locking a master document will also cause any referenced documents to also be locked. If locks on the references have been removed by other changes, you can refresh the locks by running this command again.
- Select the project copy for which you want to lock its master document.
In the Project ribbon, in the Locks group, click Lock Master Document.
Right-click the document name, point to Project, point to Locks, and then click Lock Master Document.
A red lock icon will appear next to the master document in the Navigation view to indicate that it has been locked in a project folder. Its Locked property will also be set to Locked in project. The master document may then not be revised until the project lock has been removed.
The lock may be removed by either releasing the project copy as a new revision of the master document or by manually unlocking it as described in Unlock a Master Document.