Project Versions
Keep every take on a job inside one project. Branch a new version to price an alternative, switch between them with a click, and never spin up a separate project just to try something.
A Version vs. Duplicating a Project
These solve different problems:
- Branch a version — makes another copy of the rooms and equipment inside the same project. The customer, job number, and project history stay together. Use it for "what-if" pricing — a budget build vs. a premium build on the same job.
- Duplicate a project — makes a whole new project with its own name and its own place in the Projects list. Use it to start a fresh job from an old one, or to build a template.
Rule of thumb: same job, different option → version. New job → duplicate.
The Version Picker
At the top of a project's Details page is a small pill — that's the version picker. It shows a green dot when you're looking at the active version, the version's name (or V0, V1… if you never named it — the first version is V0), and a status badge:
- Estimating — an editable draft. Add and remove rooms and lines freely.
- Contracted — approved and locked. Changes go through a Change Order.
- Archived — hidden history, kept for reference.
Click the pill to drop down the full list of versions. A version branched from another shows a branch icon and the name of its parent. Click any version's name to switch to it — the page reloads showing that version's rooms, equipment, and totals.
Branching a New Version
- Open the version picker and find a version with the Estimating badge.
- Click Branch and confirm.
- A new draft appears in the list with a full copy of the rooms and equipment. The version you branched from is left untouched.
You can only branch from a draft. On a Contracted version the Branch button is greyed out — branching from a signed contract isn't allowed. To explore changes against a contract, switch to a draft (or branch before you approve).
More about branching
Starts on a project sitting on V0 — Estimating. The version picker opens, Branch is clicked, and the confirmation prompt spells out what's about to happen. V1 then appears in the list as its own Estimating draft with V0 named beside it, so you can see where it came from.
The clip finishes by clicking Activate on V1 — the green dot and the pill at the top of the page both move over to it.
Switching the Active Version
One version is the active one at a time — it's what teammates and documents see by default. To make a different version active, open the picker and click Activate on it. The previously active version steps aside automatically.
Archiving & Promoting
When a draft is no longer in play, click Archive to tuck it out of the way. Its data is preserved and it drops out of the main list (archived rows show dimmed when you reopen the picker).
Archiving also happens automatically: the moment you approve an estimate and a version becomes Contracted, every other draft in that project is archived for you. Only the signed version stays in the main list — the alternatives you were weighing step aside so the contracted version is the clear source of truth.
Need an archived version back — say the original V0 after contracting a different one? Click Promote. That creates a fresh draft from the archived copy and makes it active — the archived version itself stays as-is. If you only want to look at an archived version without copying it, click its name instead of Promote.
On an archived version, Promote spins up a new editable draft from its data. Clicking the version's name just opens it read-only so you can look without changing anything.
More about project versions
Walks through opening the version picker, branching a new draft, switching the active version, and archiving and promoting versions — all inside a single project.
Ready to lock a version in? See Versions & Approval for turning a draft into a signed contract.