Merge Overview

The merge process allows you to review activity updates and merge these changes into the comparison schedule from the Schedule Comparison page. This is useful for a scheduler who would like to create a schedule version to analyze time impact from status updates, scope changes, or errors and corrections made to a project schedule for a continuously evolving project without permanent impact. Once the impacts are accepted, they can be merged from the source schedule into the comparison schedule. Optionally, capture a backup of the comparison schedule immediately prior to the merge process in the event of an unwanted outcome or data changes that need to be reverted.

View a consolidated list of activities that show variances in Merge Mode. Noted differences are indicated by Change Type color in the Activities List on the Schedule Comparison page. See Understanding Change Types in the Schedule Comparison Activity Table.

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.

In addition to applying general merge options, you can apply settings that control the way specific activity-related data elements are handled during the merge process. This helps avoid unintentional data loss when you merge two schedule versions. You can choose to update existing activity relationships if matches are found in both schedules, and you can choose to delete internal or external relationships if both relationships are not present in the Source schedule.

The following activity-related data is included in the merge process:

Activities
Activity codes
Activity configured fields
Resource assignments
Relationships
Risk assignments
Scope assignments
Task assignments
WBSs
Note Users must have at least one of the following project-level privileges to trigger the merge process from the Schedule Comparison page:
- Merge Activities to Current Schedule - Enable
- Merge Activities to Baseline - Enable
- Merge Activities to Scenario - Enable
  The Merge toggle will be hidden on the Schedule Comparison page for users who do not have at least one of these privileges.
The Merge toggle will be hidden on the Schedule Comparison page for users who do not have at least one of these privileges.

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