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Creating a Drawing/Submittal Revision

A drawing or submittal can contain any number of revisions. Each revision can record information different from the other revisions.

The Main page always displays the latest revision, but you can access any revision using the Revisions tab.

When you edit a drawing or submittal, you can either choose to edit the current revision, or you can create a new revision. There is no fixed rule as to when you should use each method—it all depends on whether you need to preserve existing information.

To create a revision, your security role must have permission to create the appropriate document type. For more information, see "About Security Permissions".

When enabled, project security permissions have no effect on the creation of document revisions. For example, a user can revise a document that may be linked to projects they don't have permission to access. However, when working with revised documents, project security restrictions continue to apply as before the revision.

ClosedTo create a new revision

  1. Open the Drawings/Submittals register.

  2. Select the document that will receive a new revision.

  3. Complete the necessary information for the document. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

    4. Please refer to the following for more information on the fields for each page:

  4. Select the References tab.

    5. The Revisions tab appears.

  5. Click New to create a new revision using the default template.

    6. —or—

    Click the arrow next to New to select another template. For more information, see "About Document Subtypes".

    Proliance creates a new revision document. This revision is identical to the previous revision, except for the following:

  6. Make changes to the appropriate information on the Main page, including uploading any file attachments if necessary.
  7. Click Save.

    8. Proliance saves the page. Click Exit edit mode when done.

Note:

  • You can maintain independent revisions of the source file and the presentation version. If you update one, you are not obligated to update the other, although it's recommended that you do so.