Scenario

You may see this error when opening a plan in Planner CS.

Cause

This happens because there is a lock on the plan. There could be a lock because:

• Someone else has the plan open.
• Planner CS closed unexpectedly so the lock on the plan could not to be deleted.
• For Virtual Office CS or Software as a Service (SaaS) firms, the connection to the plan lock was lost. In that case, the error mentions a server name instead of a user name.

Solutions

You need to remove the plan lock. If you can't remove the plan lock, you need to restore a backup of the plan.

Virtual Office CS / SaaS firms

Contact support at 800.968.0600 to have the lock cleared or a backup restored.

Local or network installations

To clear locks:

1. In Planner CS, close the error message and any open plans.
2. Choose Help > Clear Locks.
3. Select Clear locks set by a specific user and enter the user name or server name from the error message in the Specify the user field.
4. Click the Clear Locks button.

If you still receive the error message, you need to clear the lock manually:

1. Navigate to X:\WinCSI\$UTPSYS\$UTPCID on your network, where X is the mapped drive or network location where Planner CS is installed. 
2. Search for a file name that contains the plan ID of the locked plan, and delete the file.
3. Click Yes. 

If clearing locks does not resolve the issue, you'll need to restore the plan from a backup. If you want to recreate the plan using the same plan ID, first choose Tools > Update Plan List to remove the plan ID from your list of plans. See Restoring or checking in data and other items.

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