Project Management

Using the project overview screen to see all of your models at a glance

This page is about using the project overview screen and managing the versions of your model. You can also learn about Team Management and Governance & Collaboration in the 'Process' section.

Using the project overview screen

On the project overview screen, you can see the full history of your pricing model project.

To return to the project overview screen at any time, simply click the project title in the top left-hand side of your screen.

Project summary at the top left-hand of your screen

At the top of your project screen, you'll see the creation date of your project, as well as how many versions of it exist in your account.

The newest version will always be at the top of the page, and you'll be able to see labels that show the state of each version.

Draft version label
Approved version label
Published version label

By default, you'll be able to see:

  • Model version number

  • Model state

  • Creation or publish date

By clicking the expand button on the left, you'll also be able to see any version release notes - as well as open up the whole version to explore it.

There's also an 'Expand All' button so you can view all of the version release notes at once.

View version and expand info button

Last updated