Altium Designer, in conjunction with a connected Workspace, allows you to view and interact with an advanced graphically orientated Project History timeline. The dedicated History view provides a progressive timeline of major events relating to the PCB, Multi-board or Harness project – its creation, commits, releases, clones, and MCAD exchanges – with various actions supported where applicable.
Getting the most out of this feature requires your project to be fully managed by ensuring the project is under the Workspace's own built-in VCS (Git).
If your project is under external version control, you can convert it to a fully managed project hosted in the Altium 365 Workspace by migrating the project to the Workspace's native VCS. For detailed information on how to do this, see Moving from External VCS to Workspace Native VCS.
For information on working with the
History view for a project through the Workspace's browser interface, see
Project History.
Enabling Project HistoryExpandCollapse
The Project History functionality is delivered through a purpose-made extension – the Project History extension.
The Project History extension.
This feature is only made available, provided the
Project History extension is installed as part of your Altium Designer installation. This extension is installed by default when installing the software, but in case of inadvertent uninstall can be found back on the
Purchased tab of the
Extensions & Updates page (click on the current user control (e.g.
) at the top-right of the main application window, then choose
Extensions and Updates from the associated menu).
Accessing the Project History
To access the History view for a Workspace project from within Altium Designer, right-click on its entry in the Projects panel and choose the History & Version Contol » Show Project History command from the context menu. Alternatively, select the History & Version Control » Show Project History command from the Projects main menu to open the History view for the active Workspace project. The History view presents as a distinct tabbed document (<ProjectName>.PrjPcb History).
For a project in your Workspace that already existed prior to the arrival of the Project History feature, its history will initially not be complete. Reindexing of the event data for that project will be performed automatically when the
History view is first accessed for that project. Notification will appear at the bottom of the view once the reindexing has completed – click the
control to update the timeline with the full historical event data.
To access the
History view for a file of a Workspace project, i.e. the timeline of the project's major events relating to the file, right-click on the file in the
Projects panel, then choose the
History & Version Control » Show File History command from the context menu.
History Timeline – Overview
The History view presents a timeline of basic events that have occurred during the project's evolution. It can essentially be broken down into three key sections as shown in the following image and detailed thereafter.
Identifying the three key components of the History view.
- Main trunk of the timeline. Direction of event chronology is from the bottom up. The first event – the creation of the project – will appear at the bottom of the timeline. Subsequent events appear above, with the latest (the most current event) appearing at the top of the timeline.
- Events. Each time a supported event (see below) happens in association with the project, that event is added to the timeline as a dedicated tile. Each type of event will have a different colored tile and will either be linked directly to the main trunk of the timeline, or have some additional icon next to it (as is the case for MCAD Exchange events).
- Search. Click the
control at the top-right of the view to access a search field that facilitates basic searching of the project history. As you type your search string, filtering will be applied to the timeline to present only the events relevant to that search. For more information, see Filtered Searching.
Supported Events
The timeline shows a progression of events that happen during the life of a project. Each of these events appears along the timeline as a dedicated 'event tile'. The following expandable sections take a look at the range of events currently supported and presentable as part of a project's historical timeline.
Project CreationExpandCollapse
Refer to: Creating a Project, Making an Existing Project Available Online, Cloning a Project
When a project is created, the Project Created event tile will be added to the timeline. This event marks the beginning of the historical timeline for the project. As such, it can always be found as the entry at the bottom of the timeline. The tile for this event can appear in two distinct variations:
- When the project is newly created within the Workspace. The creator of the project is presented by name (and picture), along with the date and time of the project's creation. The description for the project is also displayed within the tile if one was entered at the time of creation.
- When the project is a clone of an existing project. The person who created the cloned project is presented by name (and picture), along with the date and time of the project's creation. The description for the project is also displayed within the tile if one was entered at the time of cloning. A link is provided to the original project – clicking this will access the detailed management page for that project through the Workspace's browser interface.
The
Project Created event tile is physically connected to the main trunk of the timeline with a solid blue connection line and node:
.
Project CommitExpandCollapse
This type of event is only supported for a project that is fully managed and stored under the Workspace's native VCS (within its
Versioned Storage Git repository). For a local project that has been made available to the Altium 365 Workspace but is not under formal version control – thereby using the Simple Sync methodology – you will not see any VCS-related commit events on the history timeline. To get this information, you can switch the style of online availability by enabling the
Version Control option, on the
General tab of the
Project Options dialog. This brings the project under the Workspace's native VCS.
For a project that has been made available to an Altium 365 Workspace but is already under external version control, you will also not see any VCS-related commit events on the history timeline. Use your external version control client to examine the project's version control history. Alternatively, you can effectively switch to Workspace's native VCS. What you can do is create a snapshot of your project – performed most efficiently and cleanly using Altium Designer's
Project Packager. This disconnects it from external VCS and from the Workspace (if already made available there), after which you can then make it available to the Workspace again, but under the Workspace's VCS – starting afresh as it were. For detailed information on how to do this, see
Moving from External VCS to Workspace Native VCS.
Each time you Commit a project to the Workspace (where the project is managed under the Workspace's internal Versioned Storage Git repository), a Project Committed event tile will be added to the timeline. The person who performed the commit (Save to Server) is presented by name (and picture), along with the date and time. If a comment was added at the time of the commit and pushed – using the Commit to Version Control dialog – then that will also be displayed within the tile.
If the project was a local, unmanaged project that was subsequently made available online, then the description that was entered in the
Make Available Online dialog will be used in both the
Project Created event tile and the initial
Project Committed event tile since the project commit is performed as part of making the project available online – provided of course that the
Version Control option was enabled.
Example initial Project Committed event tile.
The tile also supports and presents design diffing information, showing more detailed information on what has changed between the current and previous commits. Elements supported include files, components, nets, variants, and PCB structure. The diffing section of the tile summarizes the various elements affected by the commit event, grouped by the following states:
– element added.
– element removed.
– element modified.
Clicking on the 
control in the tile will expand this diffing section to present the affected elements by name.
Use the available
Show More and
Show Less controls to interrogate the full listing for each element type. Click on the
control in the tile to return to the summary display.
Click the 
control at the tile's top-right corner to access a menu with the following commands:
-
Download Sources – use this command to download and then open that specific revision of the PCB or Harness project (in the Projects panel). The project name will include the date and time at which that revision of the project was committed. Note that this revision is Read-only; you can view, but not edit it in any way.
You can open (for viewing only) any specific revision of the project – directly from the corresponding Project Committed event tile for that revision.
- Compare: Schematic to, PCB to, BOM to – allows you to compare the PCB project's Schematic, PCB (for an Altium 365 Workspace only) or BOM data in this commit against that of another commit or release event. Use the sub-menu to compare against the previous commit, or select from all possible releases and commits. Once the data has been chosen for comparison, the results of the comparison are presented in the associated differences view, which opens as a new tab in your default browser. For more information, see Design Data Comparisons (Altium 365 Workspace, Enterprise Server Workspace).
-
Create Tag – add a single, custom-named tag to any commit of a design project (and only where that project is stored in a Workspace under its internal Git VCS system). You can create a tag only for the commit that is already saved in the Workspace. After running the command, the Create Tag dialog opens. Enter the desired tag then click Create.
An information pop-up will open alerting you if there are illegal characters in the name of the Tag. The Tag will not be created until the illegal characters are removed.
If the project has commits that have not yet been pushed, the Save To Server dialog will open asking if you want to perform a push. If the commit is pushed, the Create Tag dialog will open.
When the project is released using the Project Releaser and its latest commit does not yet have a tag, a tag will be assigned automatically to this latest commit. This tag will be in the form of RELEASE_<RevisionID>, where <RevisionID> is the revision number of released project sources (A.1, A.2, etc.,), for example, RELEASE_A.3.
To rename or delete a tag, click 
then hover over the Tag entry. A dialog will open in which you can enter the new name of the tag. If Remove is selected, the tag is deleted immediately.
The
Create Tag command can also be accessed by right-clicking on the name of a project or document in the
Projects panel and then choosing
History & Version Control » Create Tag to create a tag for the last/latest commit.
Notes:
- There is no tag support for external version control.
- Only one (1) tag per commit can be created.
-
Clone – use this command to create a clone from that specific revision of the project. The Clone Project Copy dialog will appear with which to determine the Project Name (by default this will be the original project name with the suffix ' - Copy'), Description (which is not pre-populated), the Folder path (within the Workspace), and the Local Storage path (to the working copy). The project will be created and a Project Cloned event tile will be added to the timeline.
The Workspace
Folder will, by default, be the same folder in which the original project is stored. Click
to open the
Choose Folder dialog (a trimmed-down version of the
Explorer panel) to change the folder as required. The
Local Storage will, by default, be set to use the location defined on the
System - Default Locations page of the
Preferences dialog. Click
to open a standard Windows dialog with which to change this location as required.
-
Revert to – use this command to revert to using the data from that specific revision of the project. The data from the project source documents in that specific revision overwrites the data in your local working copy of the project. Effectively, the project is momentarily closed and then reopened with that reverted data. If you then wish to complete the reversion and make that data the Head Revision (current version), you will need to commit and push the project back to the Workspace.
You can revert to any specific revision of the project – directly from the corresponding Project Committed event tile for that revision.
After reverting to a specific revision, and before committing, you can get your local working copy back to the latest revision again by using the Revert to command associated with the latest Project Committed event tile on the timeline.
A
Project Committed event tile is physically connected to the main trunk of the timeline with a solid blue connection line and node:
. The latest revision of the project (i.e. the last commit) is distinguished by having a white fill for its node:
.
Project ReleaseExpandCollapse
Related page: Design Project Release
Each time you perform a release of the PCB project – using Altium Designer's Project Releaser – a Project Released event tile will be added to the timeline. The person who performed the release is presented by name (and picture), along with the date and time. If a release note was added at the time of releasing the generated data to the Workspace – through the Confirm Release dialog – then that will also be displayed within the tile. Each of the data sets included in the release will also be listed.
Example Project Released event tile.
Click the 
control at the tile's top-right corner to access a menu with the following commands:
- Download Sources – use this command to download and then open (in the Projects panel) the specific revision of the project from which this release package was generated. The project name will include the release version. Note that this revision is Read-only; you can view, but not edit it in any way.
- Compare: Schematic to, PCB to, Gerber to, BOM to – allows you to compare the Schematic, PCB (for an Altium 365 Workspace only) or BOM data in this release against that of another release or commit event. For generated Gerber, you can compare the data for this release against that of another release or, when using an Altium 365 Workspace, against an uploaded Gerber file set. Use the sub-menu to compare against the required data set. Once the data has been chosen for comparison, the results of the comparison are presented in the associated differences view, which opens as a new tab in your default browser. For more information, see Design Data Comparisons (Altium 365 Workspace, Enterprise Server Workspace).
As a release of a project is a very significant event, the Project Released event tile is made more prominent – rather than just a 'connected' event, it straddles the timeline as a 'major' event.
Project CloningExpandCollapse
Refer to: Cloning a Project
Each time you clone the project – either through the Workspace's browser interface or from within Altium Designer – a Project Cloned event tile will be added to the timeline. The person who performed the clone is presented by name (and picture), along with the date and time. If a description was added at the time of cloning – through the Clone Project window (browser-based) or Clone Project dialog (Altium Designer) – then that will also be displayed within the tile. A link is provided to the cloned project – clicking this will access the detailed management page for that project through the Workspace's browser interface.
Example Project Cloned event tile.
The main
Clone commands are available from within Altium Designer (right-click on the entry for the project in the
Projects panel, or click the
button at the top-right of the
Explorer panel when browsing the project), or from the
Projects page of the Workspace's browser interface, act on the latest (or Head) revision of the project. When accessing the
History view for the project through the Workspace's browser interface, you also have the ability to clone a specific revision of that project. To do so, locate the
Project Committed event tile for the required revision of the project, then click the
control at the tile's top-right corner. From the subsequent menu, choose the
Clone command.
The
Project Cloned event tile is physically connected to the main trunk of the timeline with a dotted green connection line and unfilled node:
.
MCAD ExchangesExpandCollapse
Related page: Altium MCAD CoDesigner
When working between the electronic and mechanical design domains, the Workspace acts as the bridge between the two – facilitating direct ECAD-MCAD codesign. Whenever changes are made to the project's PCB design and those changes are pushed to the Workspace through the relevant CoDesigner panel, an MCAD Changes Suggested event tile will be added to the timeline. The person who performed the push is presented by name (and picture), along with the date and time. If a message was posted at the time of pushing – through the MCAD CoDesigner panel (Altium Designer), or Altium CoDesigner panel (in the supported MCAD software) – then that will also be displayed within the tile.
Only Push events are currently supported.
Example MCAD Changes Suggested event tile.
When the MCAD engineer makes changes to the PCB in their supported MCAD software and pushes them back to the Workspace, the corresponding push event will be available on the project's history timeline only after pulling the changes from the Workspace into Altium Designer.
Example showing two MCAD-related events. On the left of the timeline's trunk, the push event from the ECAD side, while on the right, the push event from the MCAD side.
The
MCAD Changes Suggested event tile is not physically connected to the main trunk of the timeline. Instead, a directional arrow symbol is used, which points towards the trunk:
.
Local ChangesExpandCollapse
When there are PCB project documents saved locally but to the Workspace yet, a Local Changes event tile will be added at the top of the timeline. The person who performed the local save (i.e. the current user) is presented by name (and picture).
Example Local Changes event tile.
Click the control at the tile's top-right corner to access a menu with the following command:
- Compare: Schematic to, PCB to, BOM to – allows you to compare the locally saved Schematic, PCB (for an Altium 365 Workspace only) or BOM data in this commit against that of a commit or release event. Use the sub-menu to compare against the previous release's source data, previous commit's source data, or select from all possible releases and commits. Once the data has been chosen for comparison, the results of the comparison are presented in the associated differences view, which opens as a new tab in your default browser. For more information, see Design Data Comparisons (Altium 365 Workspace, Enterprise Server Workspace).
The
Local Changes event tile is not physically connected to the main trunk of the timeline. Instead, a dotted circle symbol is used:
.
Filtered Search
Click the control at the top-right of the view to access a search field with which to quickly find events of interest along the timeline. The search facility supports basic searching of the project history, with dynamic filtering applied as you type your search string – leaving only the events relevant to that search displayed on the page. The matching text within an event tile is highlighted.
The search facility is not case-sensitive.
Example search of a project's history. The timeline is dynamically filtered as you type your (case insensitive) search term, with matching entries highlighted within each relevant event tile.
A box is provided above the filtered selection that summarizes how many events are currently being shown, along with controls to quickly remove the filter/search string.
The search facility works with the following information:
- Event tile title.
- Person's name who performed the event.
- Descriptive text (the text sourced from a comment/note/description when the relevant event occurred).
- Diffing data text – in a Project Committed event tile.
- Data set name – in a Project Released event tile.
- Project name – in a Project Cloned event tile and Project Created event tile (when created through cloning).
To clear the current filtering and return to the full timeline, clear the search field – either by selecting the current text and pressing the
Backspace key or by clicking the
control at the far right of the field. Alternatively, click on either the
Clear Filter control in the box summarizing how many events are being shown (at the top of the view).
Updating with New Events
Whenever a supported event happens in relation to the project, that event will be detected and made available to the History view automatically. Notification will appear at the bottom of the view shortly after the event takes place – click the control to update the timeline with the new event.
A manual refresh is also provided, performed by clicking the
control at the top right of the view.
Creating a Project History Report
A Project History report in PDF format can be created for a Workspace project. The report displays all information about the history of the project including creation, commits, and releases, as well as a description of changes from the previous event. You can also set the time period for the report (described below), so you will get the definitive report you need.
From an OutJob
To create the report, in the OutputJob file (*.OutJob), right-click on the [Add New Report Output] associated with the Report Outputs entry then choose Project History, as shown below.
Connect the newly-created report to a PDF output container. Set the time period for the report by right-clicking on the created output then select Configure. Enable the desired time Period: For all time (from the creation of the project to the present), or Specific releases (use the From/To field drop-downs to set the desired releases. The exported report will contain the information for the time period you selected.
After your report has been created, linked to a PDF output container, and configured, in the PDF container region, click Generate content, or if desired, you can generate the project history report as part of the project release process.
From the Reports Menu
The Project History can be exported to a PDF by choosing Reports » Project History from the main menus. The Project History Report Configuration dialog opens where you can set the Period for which the report should be exported: either the entire project history or from/to a specific (or the latest) project release. Click Export then enter a name for the exported PDF in the Explorer window that opens then click Save. The PDF report opens in a browser.
