Versions in PPM are copies of portfolio items. Versions contain item details and additional version data such as a version description and identification. In the details of a version, the system also records who created the version. You can also add a description or comment to the version details. When you create a version, specify a version type.
The following version types are available in PPM:
- Snapshot (version type 01)
- What-if scenario version (version type 02)
What-if scenario versions are changeable versions of a portfolio item that you can use to simulate changes without changing the data of an operative portfolio item. You can create what-if scenario versions for individual portfolio items, for all items of a portfolio item or for the items of a what-if scenario in reviews. Snapshots are versions of portfolio items, which document the status of an item at the time the version was created. Therefore, snapshots are not changeable versions of items.
You can create a snapshot of a portfolio item while processing the item using the activity Create New Version. You can also create versions for all items of a portfolio bucket. To do this, call the item dashboard of the corresponding portfolio bucket and choose the activity Take Snapshot of All Items. Then, enter the version data for all item versions. Note that depending on the number of items in the portfolio bucket, the creation of the snapshot may take some time.