Merge Two Versions of a Project Schedule

Compare and Merge Two Schedule Versions Video

Review activity changes and related WBS hierarchy changes in a source schedule, and then merge selected activity changes into the comparison schedule using Merge Mode.

Note You cannot run a merge process if another merge is already in progress, or if a Set As Current Schedule process is already running. Those processes must be complete before a new merge can be done.

Note When you merge activities and WBS changes, note the following:

You must have Merge Activities to Current Schedule, Merge Activities to Baseline, or Merge Activities to Scenario, depending on the Merge To schedule.
The WBS setting applies only to WBS nodes associated with selected activities. It does not change unselected activities or delete WBS nodes.

To merge two versions of a project schedule:

In the object selector, select Project, select View Projects List, and then select a project name.
From the Main Menu, select Schedule, and then select Schedule Comparison.
Select two versions of the project schedule that you want to compare in the Compare Schedule Versions dialog box, which opens automatically when you navigate to the page:
1. Select the Source schedule.
2. Select the Comparison schedule.
Select Compare to run the comparison analysis.
In the Schedule Comparison toolbar, select the Merge Mode toggle.
In the Select Schedule Versions for Merge dialog box, confirm your schedule selections:
1. Merge From: This is the schedule that determines the activities displayed in the grid.
2. Merge To: This is the schedule that will be updated based on the activities selected in the grid. Only activities with variances between the two schedules will be displayed.
  Note You must have at least one valid baseline or scenario option available for selection to initiate Merge Mode.
Select Continue to enter Merge Mode.
Select the check box beside each activity that you would like to include in the merge. You also have the option to select all from the column header.
Note Activity check boxes do not display in the Schedule Comparison table unless Merge Mode is active.
After making activity selections, select Merge Selected Activities from the Actions menu, or use the Merge Selected Activities button in the toolbar to open the Merge Selected Activities dialog box.
In the Merge Selected Activities dialog box, review and adjust merge settings.
On the Merge Options tab:
1. Determine a schedule backup type by selecting Scenario, Baseline, or No Backup.
  1. Create a custom backup name, or use the default information provided by the application. The field defaults to the name Merge Backup - YYYYMMDDTHHMM-Name (of the Scenario, Baseline, or Current Schedule).
  2. Enter notes into the Merge Notes field as needed. This information will appear in the Merge Log for the process and in the backup scenario or backup baseline description field.
  3. Download an activity report with a complete list of all activities in the Activities List that includes both selected and unselected activities prior to the merge.
On the Settings tab, configure WBS and relationship settings:
- Under While merging WBS, select an option:
  - Include only immediate parent WBS: Retains the existing merge behavior. The merge does not include parent WBS nodes beyond the immediate parent unless another selected activity directly requires them.
  - Replace full WBS hierarchy of selected activities: Includes the source WBS hierarchy from the project root through the WBS assigned to each selected activity. If a matching WBS node is under a different parent in the target schedule, the merge moves the node to match the source hierarchy.
    Note If the merge cannot add or update a required WBS node, it skips selected activities that depend on that node. Other selected activities can still be processed. Review the Merge Log for details.
- Configure relationship settings:
  - Update existing relationships: Updates existing activity relationships when matches are found in both schedules and add new relationships that are present in the source schedule.
  - Delete missing internal relationships: Deletes internal activity relationships in the target schedule if both activities are not found, or if the relationships do not exist in the source schedule.
  - Delete missing external relationships: Deletes external activity relationships in the target schedule if both activities are not found, or if the relationships do not exist in the target schedule.
Select Merge to begin the merge process. This process could some take time to complete depending on the number of activities being merged.
When the merge process is complete, you will receive a notification in the Notifications Panel and user Inbox about its status. Click on the following available options to view more information:
- View Activities: Navigates to the Activities Page in the current schedule view where you can see the merged list of activities in the updated schedule version.
- View Log: Opens the Merge Log, where you can review merge settings and results, including WBS changes, warnings, and errors.
- Archive: Moves the notification into the Archive folder in the user Inbox.

Tip

You must reschedule the project and recalculate project costs to ensure that all updates are included with existing project data.
You can only merge visible activities. Applying new quick filter criteria after you've already selected activities will only clear activity selections that are hidden by the new criteria. You will be prompted to confirm new quick filter selections before they are applied.
Refreshing or navigating away from the page after selecting activities will cause you to lose activity selections; however, schedule selections will be saved after you select Compare.
Activities associated with resource assignments that have approved timesheets will not be deleted, edited, to delete those resource assignments, or edited to change the resource name during a schedule merge. Timesheet fields for those activities will not be edited if the target schedule is the current schedule.

Last Published Tuesday, October 20, 2026