Get free project management templates

How To Do Document Version Control (with example)

How to do document version control

A reader got in touch recently and asked for more info on document version control.

What is version control?

The quick version is this: document version control is a way of making sure you know which is the current iteration of a document.

Version control is used for lots of project management documents as well as other assets.

You’ll come it across it in particular in coding, where developers need to keep meticulous logs of what’s been changed and what version is the current version of the code.

The main elements of configuration management aren’t that different when we’re talking specifically about documents.

I honestly thought I already had covered that in the blog – it’s certainly the subject of a chapter in my book, Shortcuts to Success: Project Management in the Real World.

(The chapter is only a few pages long; even I can’t spin out version control for more than that!)

Why is version control important?

Why would you want to know which is the latest version of something?

Version control is important because then you know everyone is working from the same version of a document.

Imagine the hours lost if someone on your team was working from out of date requirements, for example.

Actually, I don’t have to imagine that situation, having been in it! It became part of lessons learned for our projects. Learn from my mistakes and keep tabs on how your files are evolving with version control.

working at a desk

How To Get Started With Document Version Control

Configuration management has always seemed to me to be a fancy title for something that’s very easy to do.

The easiest way to version control your documents is to have your software tools do it for you.

Project management collaboration tools often have this feature baked in.

The reader was using Google Drive but I don’t think this will let you save previous versions of documents. Microsoft SharePoint will, if you set it up to do so.

Every time you save a document back to the repository it creates a new version so you can always to back and see the changes that have been made.

using a laptop

Non-Software Version Control for Documents

If you don’t have software that can do it for you, you can control your document versions manually.

Add a table to the front of the document that says the version, the author, a brief summary of changes in that version and the date.

Here’s what that the table would look like:

0.11 March 2017Nanette BaileyFirst draft
0.215 March 2017N BaileyReview by
0.322 March 2017N Bailey and F
Wider review
by project team; section 6
updated (new
0.428 March 2017F JacobsFinal review by all
project team
0.53 April 2017N Bailey and F
Final version
for signature;
costs updated
1.014 April 2017F JacobsIssued
1.127 April 2017N BaileyUpdated
(section 5)

Versions are 0.1, 0.2 etc until such point as the document is approved. Then it becomes version 1.0.

Subsequent edited versions become 1.1, 1.2, or if it’s a major update, 2.0.

Just like they name new iPhones, or software versions! Do not worry about the numbers going up and up. In one of my projects we’re currently on version 15 of a technical spec and you know what – it’s all fine.

working on an ipad

You’ve got numbers to use to refer to (and dates for extra backup) so that when you are talking to your team members you can reference the version you are using or expecting them to use.

They can quickly see from the front of the document if they have the right/most current version.

Most of the document templates I use already have this table set up at the front. Once you’ve got it done, it’s easy to copy and paste the format to other documents.

It’s not the most interesting part of project management but good document version control will keep you organised!

How to do document version control

About Elizabeth Harrin

Elizabeth HarrinElizabeth Harrin is a Fellow of the Association for Project Management in the UK and the award-winning blogger behind A Girl's Guide To Project Management. She's passionate about demystifying project management and making tools and techniques work in the real world. She's also the author of several books including the PMI bestseller, Collaboration Tools for Project Managers.


The Shop

Check out my ebooks, template packs and other resources to help you get started and keep going on your projects
Shop now