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How do you create and manage revisions in 3DEXPERIENCE?

Here’s how you can effectively manage revisions:

  1. Using the collaborative lifecycle app:
    • Open the file you want to revise in the collaborative lifecycle app.
    • Click on the “new revision” icon (a vertical line with a “+” symbol) under the lifecycle tab.
    • A dialog box will appear showing the new revision (e.g., moving from A to B).
    • Optionally, add a revision comment to document changes.
    • Click revise, and the file will be updated with a new revision while maintaining a reference to the previous one.
  2. Through bookmark editor:
    • Open the bookmark editor app and locate your file.
    • Under the lifecycle tab, select “new revision.”
    • Enter any optional comments and confirm to create the new revision.
  3. From CATIA V5 or SOLIDWORKS:
    • For CATIA V5, use the “save with options” feature in the 3DEXPERIENCE connector to create a new revision before making changes.
    • For SOLIDWORKS, access the lifecycle tab in the CommandManager, select “new revision,” and save changes to update the revision on the platform.

Managing revisions

  • Files in 3DEXPERIENCE have maturity states like, in work, released, or obsolete. When creating a new revision, files typically revert to In work for further modifications.
  • Use the maturity graph in collaborative lifecycle to track and update states as needed.
  • Administrators can configure primary (e.g., A, B, C) or primary-secondary (e.g., A.1, A.2) revision schemes based on organizational needs. These rules ensure consistency across all revisions.
  • All revisions are linked within a “revision family,” allowing users to track changes over time and maintain references between versions.

Best practices for revision control:

  • Always lock files before making changes to prevent conflicts with other users.
  • Use descriptive comments when creating new revisions to document why changes were made.
  • Leverage tools like collaborative lifecycle or bookmark editor for centralized control of revisions across projects.

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