Use the Preview Changes to Project dialog box to choose which changes made to a reflection should be merged into the source project.
Group Changes by:
Subject Area: Shows all changes made to the project by table (activity, codes, documents, issues, etc). Activity IDs will appear several times under the appropriate subject area band.
Activity: Shows all changes made to an activity under an activity band. The Activity ID appears as a band. Any changed areas for that activity appear in the corresponding band. If any changes have been made to a project or WBS, these will also be displayed in their respective banding.
Select All: Marks all check boxes. Note that changes are not actually merged until you press the Merge Changes button.
Clear All: Clears all check boxes. Since all check boxes are selected by default, this option may be used to quickly mark a few check boxes by clearing all check boxes first.
Display: Reflection Differences: Displays a menu that permits you to perform the following operations: copy, select all, find, find next, print preview. expand all, and collapse all.
Status: Identifies the status of the field and includes the following values:
- Added: Indicates the field and its corresponding value is present in the reflection, but not in the source project.
- Updated: Indicates the field is present in both the reflection and source projects, but its corresponding value is different in either of the projects.
- Not in Reflection: Indicates the field is in the source project but is not in the reflection. The field has either been deleted from the reflection or the field has been added to the source project after the reflection was created.
Note that merging will not necessarily remove items from the source project that have been deleted from the reflection. If major elements of a project have been deleted from the reflection, you will have to manually delete them from the source project if you do not want to keep the elements in the source project. Elements that are not deleted during a merge include Activities, Resource Assignments, WBS elements, Work Products and Documents, Project Expenses, and Project Issues. - Duplicate Record: Appears if a duplicate threshold or resource assignment record is found.
Field: Identifies the fields that have changed in the reflection.
Value before merging: Identifies data that populates this field in the source project.
Value after merging: Identifies data that populates this field in the reflection.
Prior to merging:
Create a copy of source project (x) as a baseline: Mark this check box to create a baseline to the source project which you can use to rollback the changes you made with this dialog box.
Create a backup file (.xer) of source project (x): Mark this check box to create a XER file which you can use to rollback the changes you made with this dialog box via an XER import.
: Click to choose a location to save the XER file to.
After merging:
Keep reflection (x): Mark this radio button to keep the reflection in the database after merging it with the source project.
Delete reflection (x): Mark this radio button to clean up the database by deleting the reflection after merging it with the source project.
Replace reflection (x): Mark this radio button to replace the reflection with an updated reflection based on the current data in the source project after the merge.