Resolving Relationship Conflicts Between Planning Elements

In Accolade Innovation Planning, elements with a conflict in their relationship, such as two elements with a Finish - Start relationship where the start date of project B is before the finish date of project A, will display the icon to indicate the conflict.

For all planning views, relationship types with conflicts display the icon in the dialog when selecting relationships to display. In Gantt and composite Gantt views, the icon will also display next to the element's name in the view.

Information about an element's relationship links can also be viewed on the element's Relationships tab, or on the Related Projects page of the associated project.

To resolve conflicts when selecting relationships to display in a view:

1. From the Planning menu, select Planning Board.

2. Create a view or display an existing view.
3. Click in the upper right corner of the page to open the Show Relationships dialog.
4. The icon will display in the dialog next to the relationship types that have date conflicts. Click next to each warning to display the relationship type conflict details, and select one of the following options:

• Adjust one or both of the two specified dates that are creating the conflict. Note that adjusting a date will apply the date change to the project, and may impact other relationships or dependencies. Once you click Done and close the dialog, this date change is applied to the project, but the date change can be undone by clicking in the view header.

A message displays at the bottom of the dialog if new conflicts are created by date changes. Clicking Refresh List will refresh the list, and new conflicts will display within the dialog with next to the relationship type.

• Click to delete the relationship link between the two projects in conflict.

If you delete the link in error, click in the dialog to reapply the relationship link to the displayed projects. Once you click Done and close the dialog, the link deletion is applied to the project and the link must be manually recreated.

• Ignore the conflict and load the selected relationships. Relationships in conflict will continue to display the icon next to the element's name in the view.

5. Click Done to save your changes and display the selected relationships.

To resolve a specific relationship conflict between planning elements within a view:

1. From the Planning menu, select Planning Board.

2. Create a view or display an existing view.
3. Click to open the Manage Relationships dialog and display the element's relationship conflicts.

Clicking on the relationship line between the two elements in conflict will also open the dialog for review and editing.

4. Select one of the following options:

• Adjust one or both of the two specified dates that are creating the conflict. Note that adjusting a date will apply the date change to the project, and may impact other relationships or dependencies. Once you click Done and close the dialog, this date change is applied to the project, but the date change can be undone by clicking in the view header.

If new conflicts are created by date changes, they will display in the dialog with next to the relationship type.

• Click to delete the relationship link between the two projects in conflict.

If you delete the link in error, click in the dialog to reapply the relationship link to the displayed projects. Once you click Done and close the dialog, the link deletion is applied to the project and the link must be manually recreated.

• Ignore the conflict and load the selected relationships. Relationships in conflict will continue to display the icon next to the element's name in the view.

5. Click Done to save your changes and display the selected relationships.

Notes:    Innovation Planning and Roadmapping are optional Accolade components that you may not have access to. To implement these solutions, contact Sopheon Customer Support.