Restoring archived plan files

NOTE: For instructions on archiving, see Archiving current year plan files.

You can reverse the archive process by restoring the previous versions of plan files using the restore point created by the Archive Current Year Plan Files command. However, the previous versions of the plan files are only available until they are deleted by the system Scheduler job Purge System Data, which by default runs nightly and deletes old items based on a configured time frame. The restore point is only intended as a safeguard for a situation where the command is run accidentally, so that the plan files can be restored immediately. It is not intended to be used to convert the plan files back to "live" plan files at a later date. The archive process is permanent except for this short-term safeguard.

This feature is limited to administrators and to users with one of the following security permissions: Administer File Groups (for all file groups) or Modify File Group (for specific file groups). Users with the Administer File Groups permission can restore all plan files for all file groups, even if the user does not otherwise have access to those files. Users with the Modify File Group permission can only restore plan files for which the user has read/write access.

NOTE: If a plan file is deleted, it cannot be restored using restore points. Restore points can only restore earlier versions of existing plan files. For more information, see Restoring archived plan files.

When restoring plan files, you first select a restore point and then you select the plan files to restore.

To restore archived plan files:

  1. In the Explorer task pane, in the File Groups section, right-click the budget for the file to restore, and click Restore Plan Files.

  2. On the first screen of the Restore Plan Files dialog, select the restore point to use, and then click Next. Restore points are identified by date/time and description.

  3. On the second screen of the dialog, select the plan files to restore, and then click Finish.

This screen only lists the plan files that have been changed since the date/time of the selected restore point. You can select individual plan files or you can select the check box in the header to restore all of the plan files. You can use Axiom grid features to sort and filter the list.

If no plan files have been changed since the selected restore point, a message displays to inform you of this.

The restore process creates a new plan file version that is a copy of the version from the selected restore point, and that new version becomes the active version. For example, imagine that the current plan file version is version 10, and you want to restore version 9. The system creates version 11 of the plan file, which is a copy of version 9. Both version 9 and 10 still exist as independent versions in the document history for the plan file.