You can create different types of records to keep track of project information. You can also create reports for the records.

  • Locked records, which have a locked workflow status, can't be modified. However, if you have the related permission, you can unlock the record for editing.
  • Fields in a record can be locked if the record is linked to another record or used to create a new one.
  • Several factors affect a user's access to specific records.