Tracking Changes and Creating Versions

Introduction

Tracking changes in projects is essential for maintaining accuracy and ensuring all modifications are documented. This guide provides a detailed walkthrough on how to use Sourcery’s change tracking and comparison features effectively.

See Video at the bottom of the tutorial

Creating a Version

1. Start with Creating a Version:
   • Navigate to the 'Issuance' section.
   • Click on 'Create Issuance'.
   • Enter details such as the version name (e.g., IFC for Issued for Construction).
   • Select the date for the version and click 'Create'.
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This action creates a snapshot of the current project state, serving as a basis for future comparisons.

Running a Comparison

1. Perform the Comparison:
   • Go to 'Compare' and select 'With Issuance'.
   • Choose a previous version (e.g., Tender Set) to compare against the current version.
   • Select the fields you want to compare. For simplicity, you may choose 'Select All'.
   • Initiate the comparison to see modifications and additions.

Reviewing Changes

1. Identify Modifications:
   • Look for indicators showing what has been modified or added.
   • Expand the view to see details such as tags and attributes that have changed.
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Exporting Changes

1. Export the Comparison Results:
   • During a comparison, opt to export the findings.
   • The export highlights all changes, allowing you to document these efficiently.
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Using Tags for Tracking

1. Leverage Tags for Detailed Tracking:
   • Utilize the tagging feature to mark changes specifically (e.g., 'IFT Added' for Issued for Tender).
   • Tags help in creating custom views filtered by specific changes.
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Creating Custom Views

1. Establish Custom Views:
   • Create a new view based on your needs (e.g., changes issued for tender).
   • Filter this view by tags like 'IFT' to focus on relevant changes.
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Conclusion

Understanding how to track and document changes efficiently can save time and reduce errors in your projects. By following these steps, you can utilize Sourcery’s tools to their full potential, ensuring that all changes are accurately captured and retrievable.