Managing different revisions of a programme

To view details of a revision:

1. On the Manage Revisions page, in the list of revisions, click the revision whose details you want to view.
   
   If programme revision classification has been enabled, you can narrow down the list of revisions to those of one or more particular types by clicking Filter by value to the right of the Show Classifications field and selecting one or more revision classifications. This field does not appear if programme revision classification has not been enabled.
   
   Details of the selected revision are displayed in the following fields:
   • Revision created by - The name of the user who created the revision; if a revision was created by a workflow action, this is noted in this field.
   • Revision created date - the date and time at which the revision was created.
   • Revision name - the name that has been applied to the revision, either when it was created or at a later time.
   • Revision description - a more detailed description that has been applied to the revision, either when it was created or at a later time.
   • Revision classification - if programme revision classification has been enabled, the type of the revision, for example 'Progress update', 'Client change', or 'Scenario planning'. This field does not appear if programme revision classification has not been enabled.
     
     This field may be called something other than 'Revision classification': its name is taken from what has been entered into the Name field on the Define Revision Classification page.
   • Progress date - the date and time up to which progress has been recorded in the revision.
   • Programme comments - any comments that have been recorded against the revision. If your access rights do not permit you to view comments, this field does not appear. A dot appears to the left of the name of revisions against which comments have been recorded.
2. Edit the revision name and description - and the classification, if programme revision classification has been enabled - if required.
3. To indicate that a comment has been incorporated into the programme - or that it has been dealt with in some other way - select the check box to the right of the comment. This check box may not appear for all comments.
4. If you have edited the revision name, description or classification, click Update Details.
   
   If you have clicked Filter by value to the right of the Show Classifications field to narrow down the list of revisions to those of one or more particular type, and you change the revision classification of the selected revision to one that is not currently shown, click to the right of the Show Classifications field to reapply the classification filter.

If you are unhappy with the latest revision of a programme, you can revert the programme to an earlier revision of the programme. Doing this creates a copy of the earlier revision and makes this the new 'latest' revision. The previous 'latest' revision is not deleted when you do this; it is retained, but is no longer considered to be the 'latest' revision.

To revert a programme to an earlier revision:

1. On the Manage Revisions page, in the list of revisions, click the revision to which you want to revert.
   
   If programme revision classification has been enabled, you can narrow down the list of revisions to those of one or more particular types by clicking Filter by value to the right of the Show Classifications field and selecting one or more revision classifications. This field does not appear if programme revision classification has not been enabled.
2. Click Revert to Revision. A popup appears, asking you to confirm whether you want to revert the programme to the selected revision.
3. Click OK. A popup appears, asking you to enter a name and description for the new 'latest' revision that will be created.
4. Enter a name and description - and, if programme revision classification has been enabled, change the revision classification if required - and click OK to revert the programme to the selected revision and return to the Manage Revisions page, where the new revision appears as the 'latest' revision.

You can create a template based on a revision, then use the template when creating the first programme in a new project. When you create the first programme in a project, it will have the same attributes as the template on which it is based. This saves you from having to set up each project and programme from scratch.

To create a template based on a revision:

1. On the Manage Revisions page in the list of revisions, click the revision on which you want to base a template.
   
   If programme revision classification has been enabled, you can narrow down the list of revisions to those of one or more particular types by clicking Filter by value to the right of the Show Classifications field and selecting one or more revision classifications. This field does not appear if programme revision classification has not been enabled.
2. Click Create Template. A popup appears, asking you to enter a name for the template.
3. Enter a descriptive name for the template and click OK to create the template and view the Programme Templates page, where the new template appears in the list.