Merge Plans

Use the Merge Plans feature to merge economic and technical inputs between plans. You can merge plans to perform tasks such as moving a budget plan into a reserves plan. Merging plans will replace data in the destination plan with only the selected data from the source plan for the selected entities.

When creating a stand-alone plan, you must enter inputs manually for the new plan, or merge them from another plan.

The two tables below illustrate the results when three plans are merged (Plan 1 is the destination plan).

Before Merge
Res Cat Plan 1 Plan 2 Plan 3
Common Cost 3
Interest 2
PDP Forecast 4
Cost 4
Interest 3
PD
TP

Forecast 2

Cost 5

 After Merge
Res Cat Plan 1 Plan 2 Plan 3
Common Cost 1 Cost 3
Interest 2 		 
PDP Forecast 1
Cost 2
Interest 1 		Cost 4
Interest 3 		Forecast 4
PD      
TP   Forecast 2
Cost 5 		 

To merge plans

  1. If required, filter to the entities you want to merge.
  2. From the Entity menu, select Data Manager and click Merge Plans.
    3.  You can also access the Data Manager from the Summary window: Right-click and select Merge Plans.
  3. Under Source(s), select the plans you want to merge.
  4. From the Destination list, select the destination plan.
  5. Select the following options, as required:
    6. Option Description
    Apply to children of groups If selected, child wells are merged.
    Clear merged items from source(s) If selected, all merged items in the source plan are cleared.
    Items to Merge Only selected items are merged.
  6. Ensure the Entity Count matches the number of entities you intend to merge.
  7. Click Merge or Merge and Close.