Manage a Waiting List

If your user is assigned the Change Waiting List privilege, you can change the priority of a waiting project copy.

To change the priority of a waiting project copy:

1. Scroll to the bottom of the Master and Project Copies page of the document you want to change.

2. Click Change Priorities.

   The Priority column becomes editable.

3. Select the waiting project copy that you want to change.

   The Set priority dialog box opens.

4. Optionally, enter a comment to be recorded in the Document Log.

5. Select the priority you want using one of these methods:

   • Use the up or down arrow buttons to increase or decrease the priority.

   • Select a priority number button.

   • Click Other, enter the number, then click Apply.

   The Waiting PC Priority column shows your selection.

6. Repeat the last three steps for each waiting project copy that you want to change.

7. Click Apply.

You can discard waiting project copy from the Project tab. When you do so, the priorities of the other waiting project copies in the list are adjusted. If you discard the active project copy, the priorities of the documents in the waiting list are unchanged.

To discard a waiting project copy:

1. Select the waiting project copy that you want to discard.

2. Choose between two options:

   • Select the Project then click Discard from Project.

   • Right-click the document in the waiting list then select Project > Discard from Project.

   The Discard from Project dialog box opens.

3. Click OK.

   If the document is not the active project copy, it is discarded and the priorities on the waiting list are updated to reflect the fact the project copy is discarded.

   If the document is the active project copy, a warning dialog box opens.
   

4. Click Yes.

   The active project copy is discarded, but the waiting list priorities remain unchanged. In this scenario, the next document is not made the active project copy as that must be manually selected using the Transfer to Next option.

Depending on the way in which your vault and project folders are configured, when you release the active project copy as master, the next waiting project copy remains as a waiting project copy.

Your vault can be configured so that when a user releases the active project copy as master, the next waiting project copy becomes the active project copy in the waiting list with the priority zero. However, this not the default behavior.

You can use the transfer to next option to make that project copy the active project copy and set its priority to zero.

To transfer to the next project copy:

1. Select the master document.

2. Choose between two options:

   • Right-click the document and then select Project > Transfer to Next in the context menu that appears.

   • In the Project ribbon, click Transfer to Next.

   The waiting project copy that is first in the waiting list becomes the active project copy and its Priority is set to zero. The priority of the other waiting project copies is adjusted to match.