Save Work Plan Versions

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This article explains how to save a version of your work plan.

Video Length - 00:30

To save a version of your work plan:

  1. Click on the ellipsis in the Work Plan toolbar, then select Versions > Save Version. The Save Version form will open.

    Click_Save_Version.png

  2. Name the version and click Save Version to save the version.

    Save_a_Version_Form.png

Version Naming Best Practices

We recommend that you include the Date, project name, major version number in the name when saving a version.

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