Compare Resource Plans

From the Resource Plan screen, you can compare the published and current, working versions of the resource plan. Once the plan view is selected and loaded, the screen highlights differences between the two plans.

Load a Comparison of Plans

  1. Enter any search criteria in the Resource Plan restrictions.
  2. Click the View button and then select one of the following plan view options:

    • Current vs Published: This view displays an editable comparison of the current plan (base) to the published plan (comparison). This includes an editable view of the current plan and a view of the published plan with italicized discrepancies highlighted in yellow.
    • Published vs. Current: This view displays a read-only comparison of the published plan to the current plan. This includes a read-only view of the published plan (base) and a view of the current plan (comparison) with italicized discrepancies highlighted in yellow.
  3. In the Search box, click the Run button.
    The resources and assignments from the plan that match the restrictions display.

Review Discrepancies

When you view a comparison view of two plans, discrepancies between the plans are italicized and highlighted in yellow. Discrepancies include different values, tentative flags, and blank values. If a value exists in the published but not the current plan, a highlighted blank cell is displayed. Discrepancies in hours and tentative flags are highlighted in a separate section of the assignment cell.

The summed totals on the resource rows are highlighted if any of the values beneath it are different. Even if the total in both plans match, there may be differences in the task rows that have the same value, so the row is highlight to flag the underlying difference.

Hover over a cell with a discrepancy to view the hours for both plans. The first values are from the base plan and the second values are from the comparison plan.