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Revision Dates

Specify issue and revision dates for projets when delivering documents to clients and stakeholders.
Project revision dates are used to track when documents were delivered to stakeholders (clients, contractors, etc.). You can manage revision dates from the Overview screen in the Projects Workspace.
Important Note: Although you can create revision/issue dates in the past, changes made to your specifications since that revision date will not be highlighted on reports. Only changes made after the issue/revision date is entered into the system will be highlighted.

Specification Revisions

When you create a new project revision date, then the system automatically assigns that revision date to the appropriate specifications in the project. If a specification had been previously delivered (it was created before the previous revision date), and if the specification has changed since then, it will be automatically assigned the new revision date.

Also, whenever a specification is changed, it will automatically be assigned the revision date if the specification was created before the previous revision date. When editing a specification you can override the selected revision dates to which that specification is assigned (in the top right corner of the Spec Edit window.)

Project revision dates can be used to highlight changes that have been made to specifications since they were first delivered. If a specification was created any time before the last revision date (ie. it has been delivered), then any changes to the specification will be highlighted in red on reports. You can disable revision highlighting using a filter option to the right of the report page.

Specification Types

When you create the first revision date for a project (issue date), you can select the specification types that will be delivered (OFCI, CFCI etc.) This helps you tailor your reports for different audiences by determining which revision dates will show up on specification reports when the corresponding report filters (OFCI, CFCI etc.) are used. This also determines which specifications can be assigned thec revision date, and which will have their changes tracked against the revision date.
If you select particular furnished/installed classifications when creating a revision date (instead of selecting ALL), then all revision dates created for that project (going forward) will need to be created with the same classification division. Only use this option if you will always deliver for example OFCI and CFCI specifications together.


For example, you may create a revision date for delivering only the CFCI and CFOI (contractor furnished) specifications to the contractors. When generating specification reports, you can then select CFCI and CFOI from the report filters, which will only show CFCI and CFOI specifications and revision dates.

Area Assignment

You can specify the areas that you want to deliver specifications for by assigning them to a project revision date. When generating a specification report, if you filter by area, then only the revision dates with those areas assigned (or revision dates for ALL areas) will be shown on the report. This is another way you can tailor your reports for your target audience, for example you may have different contractors working on different areas of a project.

Auto-assignment

You can disable automatic revision date assignment from the Project Overview tab, and then assign project issue/revision dates to specifications individually yourself, to give you complete control.
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