Home > SI Documentation (v14) > User Guide > Projects > Project Explorer > Revisions > Managing Revisions

Managing Revisions

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There are many functions available for managing your Project Revisions.

 

In the Project Explorer, select the Project that you want to view/manage the Revisions for and 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 off of a Revision via the Clone as Project function. You can also choose to promote a previous Revision back to be the current (editable) Project via the Promote as Project button.

Edit Notes

 

edit notes.jpg

 

This will allow you to edit the notes for a Revision:

 

edit revision notes dialog.jpg

Rename

 

rename.jpg

 

This will allow you to rename a Revision. You should never manually rename files in SI, always use the Rename function.

 

rename file dialog.jpg

Promote as Project

 

The Promote as Project feature allows you promote or restore a previous Revision to be the current Revision. This is useful for when you present Revision to a Client and they prefer a previous option that was presented. This will save the time of manually undoing all of the changes in the current Revision.

 

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, the current Project will be saved as a Revision and the Revision you selected will be copied to be 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 in case you ever want to review it.

 

Do not backup current project as a revision

 

This will copy the Revision you've selected and replace the "current" Revision. Use this if you don't want to keep a record of what changes took place in the "current" project.

Clone as Project

 

clone.jpg

 

This function will allow you to create a new Project file based off a Revision of a Project. When you click this, you will have the option of what information you wish to clone to the new Project:

 

clone options.jpg

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