Version Control of Project Plans/Sheets?

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Ivana
Ivana ✭✭
edited 12/09/19 in Smartsheet Basics

Hello, I am wondering if there is a way in Smartsheet to version control the sheets. Basically, we are using each sheet as an individual project plan. However, as projects progress, the plan will (usually) slip and/or have to be updated, so we need to amend it. Since there seems to be no way in Smartsheet to baseline the original plan (is there?), we want to be able to at least version control the project plan.

What we've been doing is that every time we had to update a project plan, we'd "save as new", and create a new version of the plan by using an internal naming convention (for example, if the original project plan is called ProjectName v1.ddmmyy, the updated version will be called ProjectName v2.ddmmyy).

However, this way is not really handy from a resource management point of view, because resources will still be allocated to the old plan, as well as the new versions of the plan - meaning that more often than not they will show as over-allocated, but that's not the case. We would really like to avoid this, as one of the reasons for choosing Smartsheet in the first place was to improve our Resource Management.

Therefore, is there a neat solution for version control of our project plans that doesn't mess up resource management? Can you perhaps tell in the resource overview not to account for specific sheets?

Any suggestions are welcome. Thank you.

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