Reconciling with an updated master document

When the master document of a project copy has changed since the project copy was made, the master document may contain more or less information than the project copy, possibly making the project copy obsolete. You can reconcile the difference between the two documents by one of the following commands:

• Discard from Folder (Project ): This assumes that because of whatever changes were made to the master document, the project copy is now obsolete and the project copy should be destroyed. This command cannot be undone.
• Confirm Superseded by Master: This assumes that because of whatever changes were made to the master document, the project copy is now obsolete. In this situation, the system retains the project copy and its reference to the master document for future reference, but makes the project copy obsolete. The system also prevents the project copy from being released as a new master document revision. This command can be undone with the Undo Make Obsolete command. This command is only available if the Advanced Project Workflow Module has been enabled for the vault.
• Confirm Merged with Master: This assumes that the changes made to the master document have also been made to the project copy. This option should be used after you have physically merged changes in the master document with the project copy. In this situation, the system retains the project copy and its reference to the master document for future reference. The system will allow the project copy to be released as a new master document revision (possibly after additional changes are made to the project copy) after which the project copy becomes inactive. This command can be undone with the Require Merge command.This command is only available if the Advanced Project Workflow Module has been enabled for the vault.

To reconcile a project copy of a changed master document:

• Right-click the project copy to be released, point to Project, and then click Discard from Project or point to Merge and then click Confirm Superseded by Master or Confirm Merged with Master.

Or

1. Select the project copy to be reconciled.
2. In the Document ribbon, in the Assign group, click Discard from Project or in the Merge group, click Confirm Superseded by Master or Confirm Merged with Master.

To reverse the effects of the Confirm Superseded by Master command:

• Right-click the project copy that you want to reactivate, point to Project, point to Merge, and then click Undo Make Obsolete.

Or

Note    This command is only available if the Advanced Project Workflow Module has been enabled for the vault.

1. Select the project copy that you want to reactivate.
2. In the Document ribbon, in the Merge group, click Undo Make Obsolete.

To reverse the effects of the Confirm Merged with Master command:

• Right-click the project copy that you want to re-merge, point to Project, point to Merge, and then click Require Merge.

Or

Note    This command is only available if the Advanced Project Workflow Module has been enabled for the vault.

1. Select the project copy to be re-merged.
2. In the Document ribbon, in the Merge group, click Require Merge.

To reconcile a project copy of a changed master document:

1. Select the project copy to be reconciled.
2. From the Document menu, point to Managed Change (Master/Project Copy) and click Discard from Folder (Discard from Project, Confirm Superseded by Master, or Confirm Merged with Master).

To reverse the effects of the Confirm Superseded by Master command:

Note    This command is only available if the Advanced Project Workflow Module has been enabled for the vault.

1. Select the project copy that you want to reactivate.
2. From the Document menu, click Undo Make Obsolete.

To reverse the effects of the Confirm Merged with Master command:

Note    This command is only available if the Advanced Project Workflow Module has been enabled for the vault.

1. Select the project copy to be re-merged.
2. From the Document menu, click Require Merge.