Merge changes
Merge enables you to incorporate changes from one version into another. You can only merge from one version of a plan into another version of the same plan, as they share an identical scope and structure.
Mandy is the CFO of a chain of book shops in the UK. She creates Working plan 2026 for all 5 shops in the chain. She wants the manager of each shop to review the subset of the plan that is relevant to their location.
She creates a version for Peter, the manager of the London shop, calls it London book shop 2026, and grants him permission to view the relevant accounts and dimensions. Peter makes some changes to the version shared with him based on his predictions for 2026. He predicts a 15% increase in children's book sales and also needs to hire 2 new employees.
Mandy views Peter's changes and approves. She is ready to merge Peter's changes into Working plan 2026.
Merge all or filtered changes
Start
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Open a plan.
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From Actions, select View change history.
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Select
and then one of the following:-
Merge all changes: Merges all the changes that appear in the change history grid.
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Merge filtered changes: Merges only the changes that currently appear in the change history grid, per the account and dimension filters that you apply. For more information, see Change history filters.
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In the Merge changes window, under Take to, select which plan you want to merge the changes into, and select Merge.
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In the confirmation message, toggle if you want to Open plan after merge is complete, and select Merge again.
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