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Creating a Revision

How to create a revision of a project

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Written by Ashok P
Updated over a week ago

When you create a revision of a project, you are making a read-only copy of the project and its project files. Revisions can be used in the bidding process to present options to your clients. Revisions can be compared against each other to view the differences between them.

Once you approve a project (a function of change orders), you can no longer create revisions manually. A revision will be automatically created for the approved project, and one will also be created for every approved change order.

1/ In Project Explorer, select the project you want to create a revision of, click the Revisions tab in the bottom section of the interface, then click the Create button.

You must have the project checked out to you.

revisions tab.jpg

2/ The Create Revision functionality will make a copy of the current project and allow you to add notes explaining why the revision is being created.

You can also choose which other project files you want to include in the revision.

create revision dialog.jpg

The current revision number is now one higher than the previous one.

In this example, the "current" Revision is Revision 1.

revision column.jpg

The revision displayed in the top section of Project Explorer is always the latest and highest revision for a project, and it is the only one that is editable.

Other revisions can be viewed and opened in a read-only state via the Revisions tab in the bottom section of the Project Explorer interface.

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