Merging a Reflection with the Source project

Creating a reflection allows you to make a copy of a project known as a reflection. Once a reflection has been created, you can make changes to the reflection as needed to explore alternative project scenarios. Then, you can merge these updates to the original project, allowing you to keep active project data intact. This topic assumes that you have already created a reflection, you have made changes to the reflection and are ready to either preview and/or merge selected changes into the source project.

Notes:

Preview changes to be merged

Begin by previewing the changes.

  1. In the Projects view, right click on the reflection that you want to merge with the source project.
  2. In the context menu, click Merge Reflection into Source Project. If there are any changes to merge, the system responds by displaying the Preview Changes to Project dialog box.

Choose changes to merge

Next, choose changes from the reflection to merge into the source project. There are two ways the changes can be viewed, or grouped, in the Preview Changes to Project dialog box: by subject area or by activity. The default is by activity. When you view the changes by activity, check boxes appear in the Merge column for activity rows. This allows you to select which activities to merge into the source project.

Notes:

Tip:

Determine actions the application should take prior to merging

Under Prior to merging, mark the appropriate check box.

  1. Mark the Create a copy of the source project as a baseline if you would like to create a baseline in the source project with the name of the project with - Bx appended to it, where x is an incremented number.
  2. Mark the Create a backup file of source project if you would like export the project to an .xer file. You could use this file to rollback the source project after the merge.

Determine actions the application should take after merging

Under After merging, mark the appropriate check box.

  1. Mark the Keep reflection check box if you would like the application to keep the reflection in the EPS after the reflection is successfully merged.
  2. Mark the Delete reflection check box if you would like the application to delete the reflection from the EPS after the reflection is successfully merged.
  3. Mark the Replace reflection checkbox if you would like to replace the reflection with an updated reflection based on the current data in the source project after the merge.

Note

Merge the changes

If for whatever reason, you decide not to merge the changes in the Reflection into the Source project, click Cancel and no changes will be made to the source project.

Otherwise, click Merge Changes to merge the changes into the source project.

Notes

Related Topics

Create a Reflection



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Last Published Tuesday, April 17, 2018