Manage project plan versions

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.

With 'Versions' you can create, manage and store multiple versions of your project plan. Click here to read more about plan versions.

To manage versions, select 'Settings' in the 'Home' menu and then click 'Versions'. You will see a list of available versions in chronological order, starting with the most recent.

  • Draft: Version is in draft mode and not active as the current baseline for execution and reporting.
  • Active: Version is active as the current baseline for execution and reporting.
  • Idle: Version is in idle mode and not active as the current baseline for execution and reporting.

Note: You will see at least one version. With the setup of a new project an initial version was created.

Please follow the instructions below for one of the available options:

Create a new version

1

Select 'Settings' in the 'Home' menu and then click 'Versions'. You will see a list of available versions.

2

Click 'Add new Version' at the bottom of the page to create a new version. 

Note: As only the last version is editable, make sure you do not longer want to edit the current version. Deleting the new version will allow you to edit the current version again.

The new version is a direct copy of the latest version, is in draft mode, and not active as baseline until marked as 'active'. The new version is selected to be displayed for you - not for other users.

Edit a version

1

Select 'Settings' in the 'Home' menu and then click 'Versions'. You will see a list of available versions.

2

Make sure the latest version is 'Selected'. Otherwise, click the 'View' button at the latest version to select the version for display.

Note: You can only edit the last version. If you want to edit an earlier version, you must delete all earlier versions up to the version that you want to edit.

To allow other users than Admin or Manager roles users to edit the version, turn on the 'Edit' toggle. If you want to lock the version to prevent any further editing, then switch the 'Edit' toggle on.  

3
Click on the new version in the versions list to unlock it for editing. Once unlocked, the new version and all of its data is displayed for you in all areas of EMDESK and can be edited, with change being saved back to the new version.To switch back to the Active Plan, go to the 'Versions' list and click on the 'Active Plan'. To activate the new version for reporting and implementation, click the green 'Activate' button.
4
To delete a new version, click the 'X' button. Only the most recent version can be deleted.

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