0.6 Access to Edit

Available with the Following Subscriptions: All Subscriptions
Available for the Following Roles: All Roles 

Editing access in cmBuilder is controlled by user permissions and the mode through which the user accesses the Scenario. Users can switch between Editing Mode, Partial Editing Mode, and Viewing Mode to either review or modify the site plan. When multiple users are working on the same Scenario, only one user can be in Editing Mode at a time. Other users with edit permission can use Partial Editing Mode to edit supported object types.

In the article, we cover: 

• Viewing Mode
• Editing Mode
• Partial Editing Mode (Beta)
• Warning Messages
• Lock/Unlock

Viewing Mode

Viewing Mode is used to review and navigate the site plan without making any changes. User can make measurements, create comments, explore the Scenario tree and Project Schedule while in view mode.

• This mode grants users limited access to review tools, milestones and basic navigation tools.

💡 Note: You cannot make any changes to the site plan while in Viewing Mode.

Editing Mode

Editing Mode is used to modify the site plan and apply changes to the scenario. It enables full access to editing tools required to create, update, and manage elements within the site plan.

• The scenario will be in edit mode by default for newly created scenarios.
• Only users with edit permission may edit the site plan. Only one full editor at a time is allowed.
• This mode grants users full access to all edit tools, milestones and all navigation tools.

 💡 Note: cmBuilder automatically saves all changes made in Editing Mode.

Partial Editing Mode (Beta)

Partial Editing Mode is used to edit a limited number of supported object types while multiple users are working in the same Scenario. It allows users with edit permissions to work together without requiring full Editing Mode.

If another user is already in Editing Mode when you open the Scenario, you will enter Partial Editing Mode automatically.

Currently supported object types:

• Zones
• More supported object types will be added in the future.

💡 Note: cmBuilder automatically saves all changes made in Partial Editing Mode.

Warning Messages

1. Another user is editing the project: In this case, Editing Mode will not be available until the user accesing in Edit mode closes their session or switches to Partial Editing Mode or Viewing Mode.
2. Multiple open sessions: In this case, close the duplicate instances of the session to continue editing.

Lock/Unlock Scenario

• Similar to View mode, Lock Scenario prevents any edits by users to the Scenario.
• This mode only grants users limited review tools, Milestones and basic navigation tools.
• To unlock a Scenario, select Locked (1) at the Top bar and click Unlock (2) to switch to Edit mode.