The primary reason that you would create a revisions of a project is to compare two revisions against each other to see the differences. Generally this comparison would be for a Change Order report so that you can present it to the client to show them how much they owe you for changes they requested after the project has already been approved. Other times this comparison may be used internally for "engineering changes", i.e. changes made on a project that the client did not request and are not responsible for but you still wish to document the changes.
When a project is first created it has a revision number of 0. The revision number will increase by one for each revision you create for a project. The Revision with the highest revision number is considered the “Current Revision” and is the only revision that displays in the Project Grid and thus is the only editable revision of the project.
Any revision that is not the "Current Revision" can still be opened for viewing and printing of reports, however the files open in Read-Only mode and cannot be modified.
To view and work with your revisions:
Use Promote Revision to make a previous Revision the Current Revision. This may be useful if after presenting five or six proposals the client selects proposal number two as the one they would like to purchase.
When you click [Yes], the Create Revision form will open. Changing the file name is not recommended. Changing the Rev number in the file name is definitely not recommended. Click [OK]:
Rename Revision File
Once a Revision has been created you may change the file name if you desire. Changing the file name is not recommended. Changing the Rev number in the file name is definitely not recommended. If you must, select the revision and right-click and select “Rename Revision File”