Managing Record Revisions and Versions in Construction Projects with Construction Viz
Construction projects involve many stakeholders, each with different responsibilities and priorities, but all working toward the same objective: delivering the project on time and on budget. To achieve this, project records must be well organized, clearly controlled, and consistently understood by everyone involved. Two critical capabilities that support this goal are revision management and version management.
While these terms are often used interchangeably, they serve distinct purposes within a Project Management Information System (PMIS).
How Construction Viz Accommodates Differences
Revision Management
Revision management is used to track formal, overall changes to a form or document. A revision indicates that a record has been reissued and supersedes a previous version. Each revision must be clearly identified and organized, so all project participants know which revision is current—and can reference prior revisions if scope, schedule, or budget changes occur.
Construction Viz includes robust revision management for any application that requires full‑record revisions, such as submittals or RFIs. Users can create a revision by selecting the Create Revision action, which copies the previous or original record, carries forward only designated fields, and automatically increments the revision numbering while maintaining a relationship to the original record.
All revisions are organized and displayed within the form itself, providing a complete revision history. The grid view of all records displays the latest revision by default, but can be toggled to show all revisions, depending on user preference. In addition, drawing and specification revision numbers can be manually assigned unique alphanumeric naming conventions to accommodate the client’s drawing management processes.
Version Management
Version management, on the other hand, tracks incremental changes made to form fields and files over time. These updates may occur frequently and must be logged to maintain a clear audit trail, including who made the change and when it occurred.
Construction Viz captures metadata for every record created or modified, including the user and timestamp. Because Construction Viz leverages Microsoft SharePoint as its underlying data platform, it also takes full advantage of SharePoint’s native version control capabilities. Every change to a file or list item is automatically tracked using major and minor versions, enabling granular change analysis and the ability to restore previous versions if needed.
Built for Control and Transparency in Microsoft 365
By combining structured revision management with comprehensive version tracking, Construction Viz ensures that project teams always work from the correct information while maintaining visibility into historical changes. All project records are managed securely within your Microsoft 365 environment, providing transparency, accountability, and confidence across the entire project lifecycle.
Learn how Construction Viz can help your projects manage revisions, versions, and project records—entirely within your Microsoft 365.
