Comparing Portfolio Versions

You can compare two or more portfolio versions from the same version family or a different version family in the Compare app.

  1. Open one of the portfolio versions that you want to compare. For more information, see Opening Portfolio Versions.
  2. In the portfolio version's identity card, from the context menu, select Compare.
    The Compare app opens with this portfolio version loaded in the left comparison pane.
  3. Optional: Pin the Compare app to the dashboard.
  4. Drag the other portfolio version that you want to compare from the 3DSearch results or from any draggable region of the Portfolio Definition app and drop it into the right pane of the Compare app to start the comparison.

In the comparison results:

  • Two portfolio version revisions of the same branch are marked as Revisioned.
  • Two portfolio version revisions of different branches in the same revision family are marked as Similar.
  • Portfolio versions that do not belong to the same revision family, but have children portfolio versions that have statues of Revisioned or Similar, are marked as Different.
  • Duplicate portfolio versions created using the New Portfolio command are unrelated. They are marked either as Different (if there are related children objects), or as Left-only or Right-only (if the child objects are not related).
  • Portfolio versions for which none of these cases apply are marked as Left only and Right only.
  • For all types of child items that are not portfolio versions, the only statuses computed are Revisioned, Similar, Left only, or Right only.
Note: If a portfolio version contains another portfolio version, which in turn has other portfolio versions and items, all these are expanded in the Compare app and presented for comparison. Only root and child portfolio versions are expanded in the Compare structure. Children of any other type of object are not expanded. The portfolio versions being compared are expanded to reach the leaf nodes of the structure. The Different status can be computed only for portfolio versions since only they are expanded in the comparison. Instance attributes are not compared.
For more information about using the Compare app, see Social and Collaborative | Product Development - Model Based | Compare.