To define an absolute or relative date for the version:
- On the Date tab of the Version Wizard, select Absolute date or Relative date.
- Specify the absolute or relative date.
To specify an Absolute date, enter a specific date for the version in the Absolute date field. You can enter the date in the format mm/dd/yyyy, or select a date with the date picker.
To define a Relative date, enter the following information:
- When: Choose Past, Current, or Future.
- Number: Enter the number of units relative to the current date to define the version.
- Unit: Enter a unit of time. Choose Days, Weeks, Months, Quarters, or Years.
- If you chose Relative date and set the Unit field to any value other than Days, select the Anchor to option and then set the date field or fields below the Anchor to option.
- (Optional) If you chose Relative date, click Calculate to display the version relative to today's date. For example, if today were January 4, 2016, and you defined a relative version date of "Past 90 Days," the calculated date would show "Relative date for today's date: Oct 6, 2015" as a preview.
When the Unit field is set to Weeks, Months, Quarters, or Years, you may wish to specify an anchor point to enforce consistency for more precise comparisons. For example, when working with quarterly versions, anchor them to a uniform day within each quarter. Anchor versions spanning different years to a specific month and day.
- For relative dates only, click the Calculate button to display the version relative to today's date. For example, if today were November 6, 2010, and you defined a relative version date of "Past 90 Days" the calculated date would show "Relative date for today's date: Aug 8, 2009" as a preview.
- Click Next to proceed to the next step of the wizard, or click Finish to save the version and exit the wizard.