Simultaneous Editing of the Work Breakdown Structure

The Work Breakdown Structure is the focal point of the team's planning activities, both during the launch and afterward during the project itself. There will be times when several people may need to modify the plan at the same time. Accordingly, the WBS Editor will allow more than one person to make changes simultaneously.

When you choose "File → Save" to save your changes to the Work Breakdown Structure, the application will check to see if other individuals have recently saved changes as well. If they have, the save operation will merge their changes into your view.

If you wish to merge other people's recently saved changes into your view without saving your own in-progress edits, choose "File → Refresh Data."

In either case, if the merge identifies editing conflicts (where you and another individual have made conflicting edits to the same value), warning messages will be displayed. These warnings include hyperlinks that help you to locate and recover from the editing conflict.

If your team is using cloud storage for team data, make sure your cloud provider's sync client is running and active. The sync client needs to actively copy WBS changes to and from the cloud to support simultaneous editing.