Create milestones and versions

Important:

Important: Versioning is very different depending on whether or not you're using a collaborative editing hub. If you are not using collaborative editing, Fusion tracks iterations as milestones and versions. If you are using collaborative editing, Fusion tracks iterations as versions and changes, and you should skip to Work with version creation (collaborative editing). Check for this icon next to the hub name to confirm collaborative editing is available. Learn about collaborative editing.

Work with milestone creation

These sections apply when you are not working with collaborative editing. They describe how to create milestones from Fusion and the Fusion web client. (If you are using collaborative editing, skip to Work with version creation (collaborative editing)).)

Create milestones in Fusion

There are two ways to create milestones in Fusion. You can create a milestone while saving your design or later using the Data Panel.

Create milestones while saving your design

Milestones are not available during the first save of the design. For all subsequent saves, you can create the version as a Milestone.

1. Click Save .

2. In the save dialog, check the Milestone check box.

   

3. Enter a version description and milestone name. Changing the description and milestone name are optional but recommended.

4. Click OK.

Notice the milestone icon appears in the Data Panel in the upper right corner of the design’s thumbnail and in the version view list.

Create milestones using the Data Panel – design’s version drop-down

Milestones can be also created inside the Data Panel. This is especially helpful when you'd like to make a version of the design a milestone later on.

1. In the Data Panel, click the version drop-down in the lower right corner of the design’s thumbnail.

2. Hover over the version you want to milestone and click More.

3. Click Create Milestone.

   

4. Enter a version description and milestone name. Changing the description and milestone name are optional but recommended.

5. Click Create Milestone.

Create milestones using the Data Panel – design’s right-click menu

1. In the Data Panel, right-click the design’s thumbnail.

2. Click Create Milestone.

   

3. Enter a version description and milestone name. Changing the description and milestone name are optional but recommended.

4. Click Create Milestone.

Create milestones in the Fusion web client

There are three ways you can create a milestone in the Fusion web client.

Create milestones by highlighting the design

1. Navigate to the project containing the file that requires a milestone.

2. Place the pointer over the line containing the design.

3. Right-click and select Create Milestone.

   

4. Enter a version description and milestone name. Changing the description and milestone name are optional but recommended.

   

5. Click Create Milestone.

Create milestones from the design pull-down list

1. Navigate to the project containing the file that requires a milestone.

2. Click on the pull-down list for the file that requires a milestone and select Create Milestone.

   

3. Enter a version description and milestone name. Changing the description and milestone name are optional but recommended.

4. Click Create Milestone.

Create milestones from the Overview page

1. Navigate to the project containing the file that requires a milestone.

2. Click on a design that requires a milestone to open the Overview page.

3. Click the version selection drop-down.

   

4. Select the version of the design you would like to create a milestone for.

5. Click More in the upper right and select Create Milestone.

6. Enter a version description and milestone name. Changing the description and milestone name are optional but recommended.

7. Click Create Milestone.

Work with version creation (collaborative editing)

Create versions using either Fusion or the Fusion web client.

Create a version in Fusion

In Fusion, create a version from the File menu or a context menu in the Browser.

Create a version from the File menu

1. With a design open, click File > Create version.
2. In the Create Version dialog that opens, enter a description for the version.
3. Click Create Version.

Create a version from the context menu

1. With a design open, right-click a component in the Browser.

2. In the context menu that opens, click Create version.

3. In the Create Version dialog that opens, enter a description for the version.

4. Click Create Version.

   The new version icon is added to the component in the Browser.

   

Create a version from the History dialog

1. With a design open, right-click a component in the Browser.

2. In the context menu that opens, click History.

3. In the History dialog that opens, click Create version.

   

4. Enter a name for the version and click Create.

   

   The version is added to the table with the new version icon .

   

Create a version in the Fusion web client

1. Navigate to a design or component in the Fusion web client.

2. At the top right of the window, click ....

   

3. Select Create Version.

4. In the Create Version dialog that opens, enter a description for the version.

5. Click Create Version.