Merging projects

How do you merge a project that has just been approved into one that already in flight?

Asked by Michael Tran on Fri 9/8/23 5:22 PM
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Answer (1)

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Mark Sayers Mon 9/11/23 9:26 AM

Hello Michael,

Since there isn't a feature for a "Merge Project" action like there is for ticketing, this would have to be a more manual effort involving moving resources over to the destination project and maybe (if it has one) exporting its plan to import into the final project. Time entries would potentially have to manually be moved as well if desired.

Is there something specific you were looking to achieve that you're not finding, or is the above enough to answer the question?

Mark Sayers
Sr Support Consultant, CS

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