Versioning Best Practices

Here are a few versioning best practices when copying a viewpoint.

Use Case	Best Practice
Make a historical copy of nodes and hierarchies for a specific time period. For example, create a copy of the Balance Sheet and Income Statement as of Jan. 2018. Continue to edit the original version with changes in Feb. 2018.	Create a separate version of nodes and hierarchies by selecting Copy Nodes and Copy Relationships.
Reorganize or restructure hierarchies for different time periods or business events. For example, create a copy of a business unit hierarchy and then restructure the copied viewpoint hierarchy to visualize the effects of proposed organizational changes.	Create a separate version of hierarchies using the same nodes by selecting Copy Relationships. See Changing the Bound Viewpoint to Export an Alternate Viewpoint.

Use Case

Best Practice

Make a historical copy of nodes and hierarchies for a specific time period. For example, create a copy of the Balance Sheet and Income Statement as of Jan. 2018. Continue to edit the original version with changes in Feb. 2018.

Create a separate version of nodes and hierarchies by selecting Copy Nodes and Copy Relationships.

Reorganize or restructure hierarchies for different time periods or business events. For example, create a copy of a business unit hierarchy and then restructure the copied viewpoint hierarchy to visualize the effects of proposed organizational changes.

Create a separate version of hierarchies using the same nodes by selecting Copy Relationships.

See Changing the Bound Viewpoint to Export an Alternate Viewpoint.