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Managing Revisions

How to manage Project Revisions

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Written by Ashok P
Updated over a month ago

In the Project Explorer, select the project you want to view and manage revisions for, and then click the Revisions tab in the bottom section of the interface.

The Revisions tab displays all of the previous revisions for a project.

revisions tab.jpg

From here, you can create a new revision for the project, open a revision (read-only), compare revisions, edit notes on existing revisions, delete, rename, and even export the list of revisions to Excel.

You can create a project based on a revision using the Clone as Project functionality. You can also promote a previous revision back to the current, editable project using the Promote as Project button.

Edit Notes

This will allow you to edit the notes for a revision.

edit notes.jpg

edit revision notes dialog.jpg

Rename Revision

This will allow you to rename a revision. You should never manually rename files in SI; always use the Rename functionality.

rename.jpg

rename file dialog.jpg

Promote as a Project

The Promote as Project functionality allows you to promote or restore a previous revision as the current revision.

This is useful when you present a revision to a client and they prefer a previous option that was presented. This will save time by avoiding the need to undo all the changes in the current revision manually.

Click the Promote as Project button.

promote.jpg

This opens the following form.

promote revision dialog.jpg

Backup current project as a new revision

This is the safest option. When you choose this option, the current project will be saved as a revision, and the selected revision will be copied to become the current revision. Use this when you don't want to overwrite the current revision and would rather it be added to your revision list if you need to review it later.

Do not backup the current project as a revision

This will copy the selected revision and replace the current one. Use this if you don't want to keep a record of the changes made in the current project.

Clone as Project

clone.jpg

The Clone as Project functionality allows you to create a new project file based on a specific revision of a project.

When you click the Clone ad Project button, you will have the option to choose which information you want to clone to the new project.

clone options.jpg
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