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Data entry

Override the checked-out status of data

Follow these steps to override the checked-out status of a client plan, report set, graph, letter template, custom report, Watch Window template, or report layout.
  1. Choose
    File
    , then
    Backup
     to open the
    Backup/Check Out
     window.
  2. In the left pane, select the tab that lists the items you no longer want checked out.
  3. Verify the preparer listed in the Checked Out By column is the same preparer selected in the
    Check out by
     field. If the names don't match, select the correct name from the
    Check out by
     field's dropdown list.
  4. Verify items aren't listed in the Selected Items list. If items are selected, select the
    Clear All
     button.
  5. Right-click in the left pane and choose
    Remove Checkout Lock
    .

This article applies to:

  • Product: Planner CS