TeamDynamix: Locating the Check Out button in the Project Plan

Summary

This article details how to locate the "check out" button in the project plan in TeamDynamix.

 

How-To

Task: To locate the "check out" button in the project plan.

Instructions

The Check Out option is located in the upper-right hand corner of the plan. If you do not see the button, verify the following:
 
Step 1 - Was the plan previously checked-in? The Check Out option will not display if you previously forgot to Check In the plan: 

1. Click on View Draft to view previous changes.

2. Click the Check In option in the upper right to save previous changes and release the plan.

3. Click the Undo Check Out option to discard changes and release the plan.

Step 2 - Does your TeamDynamix account have a Project Manager role? If not, your account security role may need to be elevated:

1. Visit https://ams.usnh.edu to submit a TeamDynamix account modification request. 

 

Outcome

The Check Out option will be displayed in the project plan.

 

Need additional help?

Visit the TeamDynamix area in the Knowledge Base

To request service, report an issue, ask questions, or request training, submit a TeamDynamix Application Administration Support Request