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  3. Coming from the older version of Sitedrive

Coming from the older version of Sitedrive

If you used the older version of Sitedrive, most things work the way you remember: the same sites, schedules, work packages, teams and roles. Your schedule data is the same in both. What has changed is mainly how you move around a schedule and where some tools are. This article lists the main differences, explains how a site is moved to the current Sitedrive, and shows where the old help articles are now.

What’s different

In the older versionIn the current SitedriveRead more
Each site had a landing page with the schedule settings.You go straight into the schedule. Schedule settings is the gear icon next to the schedule name in the header.Schedule settings
Schedule views were fixed pages.Views are tabs, like browser tabs. You can pin, close, reopen and share them.Views as tabs
The Pivot tool grouped work by area, team, owner or assignee.Create a Gantt by area or Grouped Gantt view. It opens as its own tab that you can share.Gantt
Location breakdowns were set up in the site settings.You edit location breakdowns inside the schedule, for each view and phase.Location breakdowns
Choosing locations for workChoose the areas for a whole phase at once with Define Areas.Define areas
Dependencies were not available.Link work packages with dependencies.Dependencies
Choosing Gantt columnsColumns is in the view toolbar at the top.Gantt
The work package editing windowOpens as a side panel on the right, so you can still see the schedule.Work packages
You refreshed the page to see other people’s changes.Changes made by others appear automatically, without a refresh.Finding your way around

A space model builder makes it quicker to set up the locations of a new project. See Building the space model.

Move a site to the current Sitedrive

Sites that are still on the older version can be moved to the current Sitedrive one at a time. The move option appears in the site’s Schedule settings menu only on sites that haven’t been moved yet.

  1. Open a schedule on the site.
  2. Select Schedule settings (the gear icon in the header).
  3. In the settings menu, select the option to move the site.
  4. Read the confirmation.
  5. Confirm the move.

Move site dialog

The dialog explains what happens:

  • Everyone entering this site will use the current Sitedrive.
  • Personal version preferences and legacy links will no longer open the older version for this site.
  • The move can be reversed from the site’s settings.

Moving the site doesn’t change the schedule data: work packages, statuses, teams and users stay as they are. Tell the people working on the site before you move it, so that they aren’t surprised by the new layout.

Where the old help articles went

Old help links redirect automatically to the new articles. Use this table if you remember an old article by its title.

Old articleNow covered in
A Short guide to SitedriveQuick-start paths by role
A Site and a scheduleKey concepts in five minutes
Access right levelsRoles and what each one can do
Adding holidays to your scheduleWorking time and holidays
Adding teams to the projectTeams and people
Blockers and issuesBlockers, issues and quality tasks
Copying work packagesTakt planning
Creating a new schedule (preview mode)Creating a schedule
Creating tasks in work packagesWork packages
Creating work packages in Takt viewTakt planning
Deadline toolsDeadlines and milestones
Dependencies (preview mode)Dependencies
Editing in TaktTakt planning
Editing work package status in the mobileReporting status on mobile
Filtering the scheduleFilter, highlight and focus
How do I add a custom column in Gantt?Gantt
How do I add comments to the work packages?Photos, comments, blockers and issues on mobile
How do I change the order of work packages in Gantt?Gantt
How do I fix invalid or overlapping work times?Working time and holidays
How do I show work packages on sum level?Takt
How to add an user to a scheduleTeams and people
How to change site from planning phase to production phase?Creating a site
How to create a Sitedrive API key?API and AI assistant access
How to display Sitedrive on a display screen?Site screens
I couldn’t find answers to my question. What to do?FAQ and troubleshooting
Keyboard shortcutsKeyboard shortcuts
Language and date formatting settingsFinding your way around
Line of BalanceLine of balance
Location breakdown and schedule viewsLocation breakdowns
Location breakdowns (preview mode)Location breakdowns
Locking the scheduleUndo, version history and baselines
Making a new scheduleCreating a schedule
Making and editing work sequences in TaktTakt planning
Trying out the current SitedriveThis article
Performance improvements (preview mode)This article
Personal Access Tokens & MCPAPI and AI assistant access
Pivot featureGantt
Printing a schedulePrinting and exporting
Progress linesComparing progress to plan
Quantity based schedulingQuantity-based scheduling
Quantity based scheduling in GanttQuantity-based scheduling
Quantity-based scheduling from the bill of quantitiesQuantity-based scheduling
Resource histogramColouring and display options
Schedule templates and work package libraryReusing plans: templates and libraries
Schedule views (preview mode)Views as tabs
Setting up a new site and a scheduleCreating a site
Signing in to Sitedrive with your Microsoft accountSigning in, browsers and language
Sitedrive mobileInstalling Sitedrive Mobile and signing in
Space modelBuilding the space model
Status colorsColouring and display options
The new Sitedrive mobile is here!Installing Sitedrive Mobile and signing in
Timeline notesDeadlines and milestones
User management on account levelAccount users
Version historyUndo, version history and baselines
What browser should I use?FAQ and troubleshooting
What is Sitedrive API?API and AI assistant access
Why can’t I find the Sitedrive mobile app in the app store?Installing Sitedrive Mobile and signing in
Why don’t I have any sites?FAQ and troubleshooting
Work amountQuantity-based scheduling

Release notes haven’t moved. You find them in Release notes.

Good to know

  • The move is made per site, so it affects everyone working on that site.
  • Links that used to open a site in the older version open the current Sitedrive after the move.
  • If something you relied on seems to be missing, check FAQ and troubleshooting or contact Sitedrive support.