About project planning and plan versions
With "Versions" you can create, manage and store multiple versions of your project plan. Even while a project is running, you can make small adjustments or major changes to the project plan without affecting current project execution and reporting. The changes are not applied until the new plan version with the changes is activated.
You are able to continuously adjust your project plan while previous plan versions are safely stored and can be recovered. You decide when to apply the new plan version as baseline to the current project execution and reporting.
Important: At no time report data is effected. When you create, activate, delete or switch versions, none of the report data is affected. Report data linked to a plan element (activity or participant) not present in the displayed version remains unmodified, but is displayed as unassigned data.
How it works
EMDESK organises the plan data (separately from the report data) in a project plan version, and as such plan data contained can be copied, updated and deleted in versions.
With the setup of a new project an initial version is created and active. When a new version is created, it is a complete copy of the current state of the last version and show in draft mode.
You can only edit the last version. There you can update the plan data. As long as the modified version is not activated, the version is not displayed by default to other users.
Users can switch between viewing available versions for themselves. By default the active version is displayed to users. You can mark any version as active.
Note: Only Admin or a Manager level users can create, manage and activate versions. Users can change the displayed version for themselves in their current session.
Versioned data
The following element types and their properties are contained in project plan versions and are versioned:
| Activities | Events | Budget records |
| Custom ID | Custom ID | Cost amount |
| Parent Activity | Parent Activity | Activity |
| Description | Type | Participant |
| Objectives | Description | Cost Category |
| Predecessors | Predecessors | Cost Rate |
| Lead Participant | Lead Participant | Set period |
| Further Participant | Expected Month | Start |
| Activity Type | End | |
| Plan Start Date | ||
| Duration |
The versioned properties are marked as following in the element sidebar:
