Latest Update: 4-13-2026
What are Versions?
Tired of juggling through dozens of files cluttering your computer? Or losing track of the correct version of the project?
The ‘Versions’ feature in Planera allows you to create duplicates of the schedule instantly. You can navigate through all the versions, decide which is the ‘Current’ and ‘Baseline’ version of the project.
Importance of Versions
Having multiple versions is crucial as it allow you to explore different scenarios, keeping the original and previous schedule versions intact. You can make changes, analyze the Critical Path with various scenarios, track all changes, and decide which one to move forward with. Each version keeps the entire history of changes; you can compare any version to any version. You can create unlimited versions of the project.
Create a New Version in Two Ways
From the Left side Menu
Once a project has been opened, click on the Versions button in the left column menu.
You will see a canvas-like layout. Hover over the card representing the version and click on the '+' button to create a new version.
Choose whether you want this new version to become the current version (best for progress updates) or not (best for what-if scenarios).
Open the version you just created, and you can now start to make the desired changes in this version without affecting the previous versions.
From the (i) Icon
From the info menu at the top of your screen, select View All Versions
This will bring up the Versions canvas where you can create a new version by clicking on the '+' button
How to set as Baseline and Current Version
Navigate to the Versions canvas
Hover on the version you want and click on the 3 dots to reveal a dialog box. Baseline and Current Version can be set from here.
Modifying Version Cards
3 dot menu: For actions such as Opening, Deleting, Editing, Creating, changing the card's color, and setting it as the Current or Baseline version.
Note: To delete the current version, you must first set another version as current for this option to become available.
Status & Type: Adding, Editing, Deleting and changing the color of tags can be done from here.
How to locate a Specific Version
Finding a particular version can be done either by panning around the Versions Canvas and looking for it or from the filter option. Read how to use filters here.