Reconciliation and Comparison of Versions

You use this function to compare or reconcile certain project data. However, it is only possible to compare or reconcile the project data if the projects are based on the same templates or if the project versions belong to the same project.

Integration

You use version reconciliation to upload Microsoft Project data to Project Management (see Export or Import of Project Data).

Prerequisites

You have the authorization to display the projects or project versions that you want to compare. To perform a reconciliation, you furthermore need the authorization to maintain the project or project version that you want to change. With project versions, the required authorization depends on the type of project version used:
- To display or maintain a project version for an operational project, you need the corresponding authorization for the project definition of the operational project. The system does not check the authorizations assigned in the project version, nor does it perform any authorization checks on project element level.
- To display or maintain simulations that are not related to an operational project, you need the corresponding authorization for the simulation.
For general information about Project Management authorizations, see Authorizations in Project Management.
For a reconciliation, the status of the target project still permits changes (status Created or Released).

Features

In a comparison the system displays two projects or versions next to each other. No data is changed.

In a reconciliation you can transfer the data of a version to a simulation or an operational project. You decide which project elements are to be transferred; there is no automatic reconciliation. Snapshots are not reconciled.

In both cases, the system takes the following data into account:

Project element data
Status
Documents
Collaborations
Object links
Authorizations
Note

Some data cannot be reconciled, even if there are differences, for example:
- All project element data whose status in the target project does not permit any more changes
- Data that cannot be changed in general (for example, administration data)
- Relationships
- Resources
- Status
- Collaborations
- Documents
End of the note.

In both functions, the system uses red, yellow, and green traffic lights to show which parts of the data are different and which parts are the same. If the system does not display any traffic lights, no data exists. The system uses yellow traffic lights to display differences that you cannot change with a reconciliation. Clicking a traffic light gives you a detailed view of which data is different and which data is the same. Here you can choose whether you want the system to display all the values, only the differences, or only the matches. If you expand the structure on one side, the system automatically expands the corresponding structure on the other side. In the reconciliation, you cannot delete elements from the source version if they do not have a corresponding element in the target version.

For each project comparison, you can display the source and target schedules in the graphical view by choosing Show Graphic. The structure tree in the graphical view contains the project structure of the source project. For more information, see Graphical View.

Caution Caution

You cannot delete project elements by reconciliation in an operational project.

End of the caution.