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Version history

View, save, and restore previous versions of your takeoff using snapshots.

Written by Sarah Chen
Updated over a week ago

Version history tracks the state of your takeoff over time as a series of snapshots. Each snapshot captures the symbols and measurements on your canvas at a given moment, so you can revisit or restore earlier work if something goes wrong.

Opening the history panel

Click History in the takeoff toolbar to open the Edit History panel on the right side of the screen. The panel shows the description "View and restore previous versions of your takeoff" and lists all saved snapshots for the current project.

Snapshots are grouped by time period -- Today, Yesterday, This week, This month, and Older -- so recent versions are easy to find. Each entry shows who created it, when it was created, and how many symbols and measurements it contains.

How snapshots are created

Snapshots are created automatically as you work. The system periodically saves the current state of your canvas in the background, so you have a history to fall back on without doing anything manually.

If you want to capture an exact point in time -- for example, before making a large change -- click Save current state at the top of the history panel. This creates a snapshot labeled "Manual snapshot" so you can distinguish it from automatic saves.

Restoring a previous version

To revert your takeoff, open the history panel and click the snapshot you want to restore. The selected entry highlights with a border to confirm your choice. A Revert to this version button appears at the bottom of the panel.

Click Revert to this version to restore. A backup of your current state is created automatically before reverting, so you never lose work. Once the restore completes, your canvas updates to reflect the snapshot's symbols and measurements.

Snapshot details

Each snapshot card displays useful context at a glance:

Detail

Description

Author

The avatar and name of the user who created the snapshot, or "System" for automatic saves

Time

Relative time for recent snapshots (e.g., "5m ago", "3h ago") or a date for older ones

Description

An optional label, such as "Manual snapshot" for user-created saves

Counts

The number of symbols and measurements captured in the snapshot

Permissions

Creating and restoring snapshots requires edit access to the project. Team members with view-only permissions can open the history panel and browse snapshots but cannot create new ones or revert.

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