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Revisions

In the Plan view's Icon - Tab - Revisions Revisions tab, users can get a comprehensive overview of all plan revisions. This includes details such as the revision number, status, publish date, the identity of the plan publisher, and any accompanying revision comments.

Revision tab

Each time you alter the plan's state in the Plan Progress section of the plan header, a new revision is automatically generated. Let's explore how a revision versioning could evolve as you move through the plan state progression.

Revision list - info

Hovering your mouse over a revision line reveals a Icon - more horizontal More icon. Clicking on this icon grants users access to the following options for each plan revision:

Revision item - dropdown

You have the ability to compare your current plan revision with any previous revisions of the plan.

How to compare revisions

  1. Open the Revisions tab in the Plan view.

  2. Locate the specific revision you wish to compare with the existing plan.

  3. Hover your mouse over the revision line to reveal a Icon - more horizontal More icon. Click on it.

    Revision list - info
  4. Select Compare with current revision.

    Revision item - dropdown
  5. You can now analyze the changes between the two revisions.

Note

It's straightforward to identify the changes

  • Red strikethrough text indicates content that has been removed.

  • Green text indicates content that has been added.

At times, it may be necessary for you to duplicate a historical revision from one plan and create a new plan with that information.

How to copy a historical revision

  1. Open the Revisions tab in the Plan view.

  2. Locate the specific revision you wish to compare with the existing plan.

  3. Hover your mouse over the revision line to reveal a Icon - more horizontal More icon. Click on it.

    Revision list - info
  4. Select Icon - add Save as new plan.

    Revision item - dropdown
  5. A new plan will be generated, and you will be redirected to it.