TL;DR - Upload the new version with the same file name onto Upload File. When it is ready, a filter on the board shows every task that is Needs checking. Run Check again and the results move to the new version. Plannerly does not compare elements between versions, so every task on that model needs a new check.
Who this is for
People who can manage models can upload a version and run the check. Everyone who can see Verify can use the filter.
Why it matters
Version two arrives the day before the review. Check results belong to the version they were run on, so the earlier results do not tell you anything about the new file. Re-checking against the same requirements keeps every version to the same standard, not only the first one.
Upload the new version
- In Verify, open the Work Package with Edit, select Add model(s) and drop the new file onto Upload File. Use the same file name and extension as before; Plannerly then adds it as a new version of the same model.
- In the Review files before uploading window, check the version cell (it reads New revision when you hover) and select Upload.
- Keep working. A banner reads Viewing the old version while the new one is prepared, and the old version stays open until the new one is ready.
A model added to a Work Package follows the latest version, so the board and the 3D view move to the new one once it is ready.
Find the tasks that need checking
- On a board column, select the funnel button. When tasks are out of date its tooltip reads, for example, 3 need checking - open filters.
- Under Show only tasks that..., open Model check and tick Needs checking.
Check again
- Select Check in the header, then the check-all button, or use Check task on a single card.
- The donuts refresh. The results are now stored against the new version.
Results for the earlier version stay with that version.
If it doesn't work
The new file became a separate model instead of a version
The file name or extension was different. Version matching uses the same title and extension, so rename the file to match, upload again, and remove the stray model if you do not need it.
No tasks show as needing a check
The new version may still be preparing; wait for the banner to clear. Also check you have the right Work Package open, because the filter only counts tasks in view.
I can't add a version to an Autodesk Forma model
New versions of a Forma model must be uploaded through your Autodesk Forma project. Plannerly can keep the latest revision ready: it looks about every 6 hours for models used by a Work Package that follows the latest version, when automatic indexing of new revisions is on for that model.
The Check button is missing
You need permission to manage models, and a model in the Work Package.
Common questions
How do I upload a new version of a model in Plannerly?
Upload the new file with the same file name and extension as the existing model. Plannerly adds it as a new version of that model.
Why do all my tasks need checking when only a few elements changed?
Results are stored for each model version and nothing compares elements between versions, so a new version marks every task on that model as needing a check.
Do I need to remap tasks for a new version?
Mapping rules belong to the Work Package, not to one version, and a Work Package follows the latest version. Run the check, then look at each card's mapped element count to confirm the elements were found.
Can I keep working while the new version prepares?
Yes. The old version stays open with a banner until the new one is ready.
Related
- Run the check and see what's missing - the first check.
- Share what failed, and move the work on - next.
- How long does it take to upload and process files?
- Why a parameter is connected but not linking
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