Managing Revisions and Branches of Portfolio Versions or Sellable Items

You can manage the revisions and branches of portfolio versions and sellable items.

This task shows you how to:

Before you begin: Open the portfolio version or sellable item. For more information, see Opening Portfolio Versions or Opening Sellable Items.

Create a Revision

To create a revision of a portfolio version or sellable item, do one of the following:


Context	Action
Identity card	Click the current revision number.
Identity card	Click Menu > Revision Explorer.

The Revisions dialog box opens.

To create a branch of a portfolio version or sellable item, do one of the following:


Context	Action
Identity card	Click the current revision number.
Identity card	Click Menu > Revision Explorer.

The Revisions dialog box opens.

Do one of the following:


Context	Action
Identity card	Click the current revision number.
Identity card	Click Menu > Revision Explorer.

The Revisions dialog box opens.

The new revision is created from the selected revision or branch.

To insert a new revision between existing revisions, do one of the following:


Context	Action
Identity card	Click the current revision number.
Identity card	Click Menu > Revision Explorer.

The Revisions dialog box opens.

Select the revision that you want to insert the new revision after.
For more information, see Creating a Revision.

Note: Select the Insert before check box.

The new revision is inserted after the selected revision, but before the subsequent revision.

To specify a custom name for a revision or branch, do the following, depending on your current context:


Context	Action
New Portfolio dialog box	Enter a custom revision or branch level in the Revision field.
New Sellable Item dialog box
New Revision dialog box
New Branch dialog box
Information tab