Read Only Mode in Cubit Estimating

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Summary

From Cubit Estimating Pro and above, you can open a locked Job in Read-Only Mode. This allows multiple users to view the same Job simultaneously, even though only one user can edit it at a time.

Read-Only Mode ensures users can access and review Job details without risking data conflicts or overwriting another user’s work.


How Read-Only Access Works

When a Job is opened in Read-Only Mode, it appears slightly different from a standard editable Job:

  • The Home tab in the ribbon is replaced with a Read-Only tab that offers fewer options.

  • Both the Plans and Configuration tabs are unavailable while in Read-Only Mode.

This view allows users to review all project data safely while another user retains edit control.


When Read-Only Mode Occurs

You may see a Job open in Read-Only Mode in the following situations:

  • Another user has already opened the Job in exclusive lock mode within a shared or multi-user environment.

  • The Job contains references or external links that restrict editing to maintain data integrity.

  • Your Cubit licence permits viewing but not editing.

  • You are opening a backup or archived copy of a Job.


What You Can Do in Read-Only Mode

You can:

  • View all Estimate Sheets, Rate Sheets, Calculation Sheets, and Plans.

  • Navigate, filter, and generate reports.

  • Export data, depending on your licence permissions.


What You Cannot Do

You cannot:

  • Edit quantities, rates, descriptions, or formulas.

  • Insert or delete items, trades, or headings.

  • Modify Job details, client information, or configuration settings.

  • Save any changes to the Job.


How to Exit Read-Only Mode

To regain edit access:

  1. Wait until the Job is unlocked.

    • If another user has the Job open, wait for them to close it or release the lock.

  2. Check your licence.

    • If you’re restricted to Read-Only access, contact your Cubit Administrator or Buildsoft Support to adjust permissions.

  3. Restore from a backup.

    • If you opened a backup copy, import or restore it into Cubit as a new editable Job.


Additional Information

Read-Only Mode was introduced to improve collaboration and performance when accessing shared Jobs in multi-user environments. This feature ensures data consistency and prevents editing conflicts.


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