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| | [[File:MSM-Versions-Version-BTN1.png|link=Description_of_the_Menu_Versions_Versions]][[File:MSM-Versions-Access-BTN1.png|link=Description_of_the_Menu_Versions_]][[File:MSM-Versions-Languages-BTN1.png|link=Description_of_the_Menu_Versions_]][[File:MSM-Versions-Update-BTN1.png|link=Description_of_the_Menu_Versions_]][[File:MSM-Versions-Licenses-BTN1.png|link=Description_of_the_Menu_Versions_]] | | [[File:MSM-Versions-Version-BTN1.png|link=Description_of_the_Menu_Versions_Versions]][[File:MSM-Versions-Access-BTN1.png|link=Description_of_the_Menu_Versions_]][[File:MSM-Versions-Languages-BTN1.png|link=Description_of_the_Menu_Versions_]][[File:MSM-Versions-Update-BTN1.png|link=Description_of_the_Menu_Versions_]][[File:MSM-Versions-Licenses-BTN1.png|link=Description_of_the_Menu_Versions_]] |
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| | == Versions == | | == Versions == |
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| - | Both MSM users and administrators can create as many versions as required. As a reminder, versions that descend from a main version are classified as child versions. The main versions which create these child versions are classified as parent versions. This means that any single version may be a parent or child version, depending on the point of view.
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| - | [[File:MSM_Versions_Versions.png|center|600x400px]]
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| - | === Overview of versions ===
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| - | Users may add, delete, edit, and preview versions in this sub-menu. A search feature can be found on the left side and a main table containing general information is found in the working area.
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| - | In this table, the parent version (the currently logged-in version) is featured at the top with all its child versions listed below.
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| - | Versions in the main table may be represented by several different types of icons.
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| - | Versions with a globe icon represent a version without an administrator, versions with a globe and small person icon represent a version with an administrator, and versions with a greyed out globe icon represent inactive versions.
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| - | A lock icon may be found preceding any of these types of versions. The lock icon signifies that the version was not created in the version currently logged-in, but in another version or by an automated system.
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| - | [make screenshots of the versions sub-menu with the parent and children versions shown. make sure to have all three icon types in the screenshot or take several screenshots to capture all three plus the lock icon]
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| - | [[File:IMG_Version_Concept.png|center|600x400px]]
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| - | {{Note
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| - | | Imported versions which are denied access to certain items through profile groups, can never have access to these items even if they are given access through the use of additional profiles.
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| - | [take a screenshot of for example a system profile[title it "main profile"] with several check-boxes unticked and one["additional profile"] with the same check-boxes ticked, and then screenshot of additional profiles for profile groups for the user]
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| - | === Managing versions ===
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| - | ====Search====
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| - | On the left-hand side of the window, the '''Search''' feature is found.
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| - | [picture of the search feature for versions]
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| - | Upon entering only a few characters of a version, the '''Search''' can be launched with the results appearing below. When selecting an entry from the result list the version will be automatically highlighted in the version table on the right hand side of the screen.
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| - | ====Add====
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| - | From the main version screen of Metis Smart Modeling, clicking the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] opens the '''Version''' window which contains two different type of information. The first tab '''Version''' shows a table separated into several expandable sections with two columns, '''Designation''' which represents the type of field and '''Value''' which represents the data entered into the field. All those fields provides the detailed description of a version. Only the ones with the edit I can on the right-hand side of the table can be defined by the user. The other ones are either inheritance from the parent version or imported through a third-party system.
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| - | [[File:MSM_Versions_Versions_add_Versions.png|center|600x400px]]
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| - | [[File:MSM_Versions_Versions_add_profiles.png|center|600x400px]]
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| - | When creating a new version, the fields in the versions tab can be edited in order to define the version.
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| - | '''''Main'''''
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| - | * Version: Name of the version.
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| - | * Administrator Free: Choose to make a version administrator free. By setting the version to be administration free, the fields under the Customer section become available.
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| - | * Nomad Gateway User: A nomad gateway user can be defined in this field.
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| - | * Use Parent documents: Choose to use parent documents for the current version.
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| - | * Second ID to display : Secondary ID for he version.
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| - | * Default currency : set the default currency to used for all offers created within this version.
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| - | * Role for client condition : ?????
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| - | '''''Conditions'''''
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| - | * GSP Discount: The global sales price discount. Entering a figure here for example 50.0, means that a discount of 50% will be factored into the global sales price for this version. The GSP Discount can only be defined for a version by the parent version.
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| - | '''''Customer'''''
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| - | * OrgID: Organization ID
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| - | * Name 1: Name of the customer contact.
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| - | * Name 2: Additional name field for a contact.
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| - | * Name 3: Additional name field for a contact.
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| - | * Address 1: Address of where the customer is located (i.e. street name)
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| - | * Address 2: Additional address field for the customer (i.e. building name).
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| - | * City Name: City of where the customer is located. A dropdown list of available cities can provided for selection (see Data Management)
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| - | * ZipCode: Zipcode for where the customer is located.
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| - | * Country: Country where the customer is located. A dropdown list of available countries can provided for selection (see Data Management).
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| - | * State: State in the country where the customer is located. A dropdown list of states can be provided for selection (see Data Management).
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| - | '''''Directories'''''
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| - | Directories may only be specified within the version currently logged-in to. Parent versions cannot choose the directory for child versions. When a directory has been specified, the folder path will be shown in the corresponding field.
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| - | * Exchange: link to a folder used for saving FQS files.
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| - | * Document: link to a folder used for saving documents that are related to offers.
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| - | * Order: link to a folder used for saving XML and SES files.
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| - | * Libraries: link to a folder used for software libraries.
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| - | [screenshots of the add window for versions showing the different sections. maybe screenshots showing when some sections are editable and not editable.]
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| - | '''Profiles'''
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| - | Profiles are set to a version by the parent of that version in the section '''From Creator'''. Versions that have been automatically created by importation have their profiles also automatically set and cannot have their profiles edited.
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| - | However, additional profiles can be given to these versions in the section '''From parent'''. The '''Fomr parent''' section is only visible for these automatically created versions. To the right of the edit icon column is another column that has an eye for an icon.
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| - | Clicking on this eye lets the user see what items are defined by the current profile. Meaning that if the system profile "Default systems" was selected, doing so will display which systems are available in this profile.
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| - | {{Video
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| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/d/d2/VID_AdditionalProfilesConcept.PNG'>File:Additional_Profiles_OK.mp4</mediaplayer>
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| - | | Managing additional Profiles in versions.
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| - | [make some link to the profiles menu page somewhere in this paragraph]
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| - | [graphic in the QSPM manual that shows when you can and when you cannot assign additional profiles. maybe copy it or make a new one.]
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| - | '''''From Creator'''''
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| - | *Smart Quotes: The functionnality profile to be used for Smart Quotes.
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| - | *Smart Modeling: The functionnality profile to be used for Smart Modeling.
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| - | *Smart Monitoring: The functionnality profile to be used for Smart Monitoring.
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| - | *System: The default system profile to be used in this version.
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| - | *Hierarchy: The default hierarchy profile to be used for hierarchies.
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| - | *Price category: The default price category profile to be used for price categories
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| - | *Attribute: The default attribute profile to be used for attributes.
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| - | *Variant: The default variant profile to be used for variants.
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| - | *Model of service: The default profile to be used for service models.
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| - | *Model of taxes: The default profile to be used for tax models.
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| - | '''''From Parent'''''
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| - | *Smart Quotes: The functionnality profile to be used for Smart Quotes.
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| - | *Smart Modeling: The functionnality profile to be used for Smart Modeling.
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| - | *Smart Monitoring: The functionnality profile to be used for Smart Monitoring.
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| - | *System: The default system profile to be used in this version.
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| - | *Hierarchy: The default hierarchy profile to be used for hierarchies.
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| - | *Price category: The default price category profile to be used for price categories
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| - | *Attribute: The default attribute profile to be used for attributes.
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| - | *Variant: The default variant profile to be used for variants.
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| - | *Model of service: The default profile to be used for service models.
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| - | *Model of taxes: The default profile to be used for tax models.
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| - | ====Edit====
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| - | The "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] allows the user to see and modify the properties of a version.
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| - | Selecting a version and clicking on the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] opens the '''Version''' window where the user can edit the fields for the selected version. Please refer to the Add functionality for details on the edition possibilities.
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| - | [[File:MSM_Versions_Versions_Edit_Version.png|center|600x400px]]
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| - | ===Delete===
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| - | The "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] allows the user to delete an existing version. When deleting a version, the following pop-up window appears:
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| - | [[File:MSM_Versions_Versions_delete_2.png|center]]
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| - | The user must confirm the warning before the version can be deleted. Only one version may be deleted at a time.
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| - | {{Note
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| - | | It is not possible to delete a version unless logged-in to the version that created it.
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| - | [[File:MSM_Versions_Versions_delete.png|center]]
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| - | ===Preview===
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| - | The "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] allows the user to see the properties of the selected version. Selecting a version and clicking on the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] opens a window where all the properties of the version are presented.
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| - | [[File:MSM_Versions_Versions_Preview_profile.png|center|600x400px]]
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| - | {{Note
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| - | | It is not possible to edit the properties of the version in the '''Preview''' version window. This must be done with the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]].
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| - | === Version without Administrator ===
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| - | As stated in the name, version without administrator is Metis Smart Suite Version which doesn't include an administrator. This type of version is mainly used when no direct maintenance is required on the version level or when it is simply not wished to let the version be maintained individually.
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| - | A version without administrator is always created and maintained by its parent version.
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| - | {{Video
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| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/fe/VID_VersionNoAdmin.png'>File:Setting_a_version_without_an_administrator_OK.mp4</mediaplayer>
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| - | | Setting up a version without an administrator.
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| - | == Access ==
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| - | From this sub-menu, the administrator can define and manage the access between the various children versions, as shown in the following example:
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| - | [[File:MSM_Versions_Access.png|center|600x400px]]
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| - | The left hand part of the Versions window allows the administrator to search for a version by its designation; the full designation is not necessary. The administrator can enter some characters and the search function returns all the entries that contain the typed-in characters. The search results are listed under the '''Search''' button.
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| - | After a search, the search button is greyed out until the search criterion is modified.
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| - | If the administrator selects an entry in the search result, the version is automatically selected in the Versions table.
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| - | === Editing a Version's Rights ===
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| - | Clicking on the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] opens the Version Rights window as shown in the following example:
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| - | [[File:MSM_Versions_Access_Edit.png|center|600x400px]]
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| - | The title on the window displays the name of selected version (e.g. Version Rights Headquarters where Headquarters is the name of the selected version).
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| - | The Versions (Smart Quotes) table displays all the available versions. The displayed versions consist of all of the children versions of the administrator's version.
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| - | The authorized column allows the administrator to select / deselect the versions that the Smart Quotes users is authorized to access to.
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| - | The following example describes the cases where a version can have access to the projects and offers made in other versions:
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| - | [[File:MetisSmartModelingVersionsProfileDiagram.PNG]]
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| - | {{Video
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| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/a/a3/VID_Manage_the_version_access.png'>File:Managing_the_access_of_versions_OK.mp4</mediaplayer>
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| - | | Managing version access.
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| - | An admnistrator of Version A can define that the Version A users can have access to the direct children versions' projects and offers (i.e. Version B, Version C and Version D). However, Version A users cannot access Version E's projects and offers because Version E is not a direct child of Version A.
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| - | The admnistrator of Version A can also define that Version B users can have access to Version C's projects and offers but not to Version D's projects and offer. The same administrator could also define that Version C users can only have access to Version B's projects and offers.
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| - | The authorization is not bi-directional: if Version B users have access to Version C's projects and offers, Version C users do not automatically receive access to Version B's projects and offers. The admninstrator must set the authorizations for each version.
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| - | === Previewing a Version's Rights ===
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| - | Clicking on the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] opens the Version Rights window as shown in the following example:
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| - | In this window, only the authorized versions are displayed. This means that if a version is not authorized to see the projects or the offers or at least one other version, the table is empty as shown in the following example:
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| - | [[File:MSM_Versions_Access_Preview.png|center|600x400px]]
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| - | {{Note
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| - | | In preview mode, the properties are not editable.
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| | == Languages == | | == Languages == |