Create Version/Revision

<< Click to Display Table of Contents >>

Navigation:  PlantExpressTools > How to use > PlantProjectManager > Usage > P&ID / 3D Drawing Node >

Create Version/Revision

Previous pageReturn to chapter overviewNext page

To create a Version or Revision of a drawing you use "Create Version/Revision".

If the function is greyed-out in the context menu the drawing is either currently open and therefore the version/revision cannot be changed, or the Version/Revision option for the Category isn't enabled (see Activate Version/Revision).

PPM 174

If the Version/Revision option is active and the drawing is currently not open you can create a version or revision.

PPM 175

Depending on the setup of the Version/Revision (see Activate Version/Revision) the version will automatically be increased.

PPM 176

If needed you can change the date/time. The format will be shown in your local Windows setting.

PPM 177

The user name can also be edited if needed.

Finally you have to type in some description in order to be able to close the dialog with OK.

Under "Details" you see the summary of your changes. Also the name of the backup file name.

PPM 178

Depending on your category setup (see Document node text) you see the new Version at the end of your drawing in the tree.

On the "Revisions" tab you now see a new Version.

PPM 179

If you want to edit the Description you made when creating the Version, you dropdown the text box.

PPM 180

And start editing. You can also use Return to create a new line.

PPM 181

In the Backup folder of your Category you see the previous drawing file.

PPM 182

Creating a Revision works the same way as creating a Version. The only difference is, that depending on your Category setup (see Activate Version/Revision) a new Revision will set the Version counter back to its start value. In this example "0". This is why you see a Revision and Version line under "Details".

PPM 183

In the "Revisions" tab you also see two entries. And you see the Version/Revision values in the tree.

PPM 184

Even in the backup folder you have two drawings which have the same content.

PPM 185

Setting Version for existing drawing

When you have a drawing which has no Version or Revision set yet, you still can create a Version/Revision.

PPM 189

Since there was no Version or Revision set until now, the "Previous Version" and "Previous Revision" show "<Not Set>". So the first Version will be 0 (see Activate Version/Revision).

PPM 190

You must make sure that you will out the Description in order to click on OK.

PPM 191

You now see the version entry on the "Revisions" tab.

PPM 192

Change Version/Revision for multiple drawings

You can also select multiple drawing to increase the Version/Revision.

PPM 194

You see all selected drawing listed under Details.

If you use "Create new Revision" you will increase the Version for ALL selected drawings. The same applies to Versions. You cannot increase the version for some drawing and the revision for others.

The date/time, user and Description will be used for all selected drawings.

PPM 195

While typing in the description you will see the description also appear for each drawing.

PPM 318

After clicking OK, you see the different new revisions at the drawings.

PPM 196

Next Chapter: Store changes in Change Log