Check Out a Project Plan

To make changes to a plan on the Projects form, you must check it out. When you check out a plan, it is not available to other users until it is checked back in.

To check out a project plan:

1. In the Navigation pane, go to the Hubs section and click Projects.
2. Select the project for which you want to check out the plan.
3. Switch the Project/Plan toggle to Plan.
4. On the Actions menu, select Check Out.

   If no one has the plan checked out, it is checked out to you.

   If someone else has the plan checked out, a message displays when you click Check Out to identify who has it checked out. Included in the message is the person's email address; click the address to compose an email to them about the plan. If your security role has the required access, the message also contains a link that you can click to check in the plan and check it back out to you.