Best practices- drawing updates and revisions

Forum Forums Visio Compatibility Best practices- drawing updates and revisions

This topic contains 6 replies, has 3 voices, and was last updated by  Naresh 4 years ago.

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  • #6071 Reply

    Joe Tooley
    Participant

    I am curious how others would handle this scenario:

    Let’s say a project has been completed a couple of years ago. In the course of completing the project the usual documentation was completed as well. Now, several years later the client calls and has requested some upgrades to the system. The upgrades are performed and now need to be represented on the documentation. What is the best practice for this? Let’s assume that in the course of several years labor rates have changed from what was originally represented in the D-Tools project file. Do you create a new project and import the old drawing somehow or do you revise the old project and tweak it to show the new rates?
    Thanks,
    Joe

    #7622 Reply

    Bruce Seiler
    Participant

    It would be nice if there was a setting for “new rates from this point forward”. But since there isn’t, the only thing I can think of is to create a revision that has your old rates and then change the rates for the new revision. Then create another revision for any additional products. This would allow you to have accurate documentation (including pricing)of the original sold project and it would prevent any labor increases to old products to be included in the change order reports. Technically, these aren’t change orders but I would want all of my documentation in one place rather than having multiple projects.

    #7652 Reply

    Naresh
    Moderator

    Can we make a new phase which is a copy of a old phase and update the rates in the new phase. Add products done in the updated work to the new phase.

    #7657 Reply

    Bruce Seiler
    Participant

    That could work but what do you do with the “associated” phases like Misc., Mgmt., and Design? These cannot be duplicated.

    #7658 Reply

    Naresh
    Moderator

    I think when you copy a phase even the sub phases like Misc, Mgt and Design copy over. You can change them as needed in the copied phase. Since the copied phase is assigned to the additional work done the new Mgt, Design, Misc rates and cost will apply.

    #7623 Reply

    Joe Tooley
    Participant

    What is the proper way to handle revisions to a Visio drawing? Can a drawing be saved and a new revision created separately?

    #7660 Reply

    Naresh
    Moderator

    When you create a revision drawings are added to zip file which is associated to the revision.
    When the revision is promoted again as project the drawings in zip file again return to the project.
    Check this article for more info on promoting revisions to projects –
    http://d-tools.mindtouch.us/SIX_Guide/007_Projects/001_Project_Explorer/Revisions/View_Revisions

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