Create a New Version of a Document

10 May 2016 By dgnviewer.com

• In ProjectWise Explorer, in the dataset folders, open a test file in a folder.
• Note its contents, a list of materials, and then Copy the date to the clipboard.
• (File >) Close the document, checking it in.
• In ProjectWise Explorer, right click on the document and select New > Version.
• You must choose a checked-in document to which you have write (pencil icon) access to create a version.
• In the New Document Version dialog’s Document section, the Version field is always pre-populated with the label of the active version you’re making a snapshot of. In this case, you’re working with a new document and the field is blank.
• Fill in this field by pasting in the date from the spreadsheet. You can use this field to add the label your organization uses, annotate the milestone this snapshot represents, etc. before it becomes a non-active version.In ProjectWise Explorer, in the dataset folders, open the test file.
• Leave the Version field in the New Version section blank and let ProjectWise assign the next available alphabetic (the default) version label for you (it will be assigned when you click OK). The automatic labels start with the letter “A” and run through the alphabet, starting over at “AA” if needed.You can also enter a custom label for the new version, but for this exercise you’ll see ProjectWise add it.

  Note: You can’t edit the version label for a version once it’s created.

• If a Comment tab is part of the dialog, select it and type in your comments. Comments may be optional or required, depending on your organization’s configuration.
• Click OK. The new, read-only (open book icon) version is seen in the document list. The version label you added for the original is added and the auto-version label (“A”) and sequence number (1) for the new version are added.
• Open the active (pencil) version of the document and add the following material to the end of the list:
• Save and then Close, checking the document in.
• Open the read-only Version (open book). You see a warning that it IS read-only. Click Yes. The original is intact. The new data has been added to the writable document.
• Close the document and exit Excel.*