The Revision Management tab allows you to compare two revisions of a project to generate a Change Order report. Although you can create a Change Order report via the Reports tab, the functions under Revision Management add some flexibility to your output. For example, when you run a Change Order report for a Project Delta, all of the changes between the revisions will display on the report while running a Change Order report via the Revision Management tab allows you to pick what products display on the report. This can come in handy if you are making both "client requested" (client is responsible for paying for these) and "engineering" (client is not responsible for paying for these) changes in the same revision.
Note: You must leave the Orders and Accounting tab and then return to it between running multiple comparisons of revisions. This is a known bug where you will not get correct results when running more than one comparison.
In this example, there are two revisions of the project. Rev 0 is the original project file that the client signed off on and Rev 1 has some changes made to it as requested by the client. The changes made were:
Here you can see what products were added/deleted/modified between the two revisions.
Now you really have two options of what to do with this information. You can either run a Change Order report or you can use the Restore function.
We will continue on with the example above to show how to run a Change Order report. In order to run a Change Order, you must select the products and/or packages that you wish to appear on the report using the check boxes next to each line item:
Note: In this example the TU-1500RDP had an RSH-2A as an accessory so it was also removed from the project.
If you have a combination of products and packages, make sure you use the View drop down to toggle between the two displays and select what you wish to appear on the report.
Once you've selected what you want to appear on the report, click the Reports button and choose the Change Order report you wish to run:
A preview/verification window will open. Review the selected products and packages if desired then click [Create]:
The report will display on a separate tab:
Note: You can choose to customize any of the Standard reports from the Reports tab to display here in the Revision Management interface via the "List as a Revision Management Report" function in the Report Designer. See here for more information.
Another function of Revision Management is Restore. This function allows you to restore products that were added/removed/modified to either of the selected revisions.
Continuing on with the example, let us assume that after reviewing the Change Order report above the client changed their mind and actually does want the TU-1500RDP that was removed.
In the interface above, your more current revision will be listed on the left and your older revision will be listed on the right. There are three types of changes to products that can take place between revisions: products were added, products were deleted, products were modified. The options available to you on this form relate to those three types of changes.
For your more current revision you can:
For your older revision you can:
Note: You will not likely use the options for the older revision in this Restore function since the older revision is always the basis for comparison to the changes made in the more current revision.