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Merge/Move Projects

The Merge/Move utility enables you to merge or move a project.

Merging Projects

Merging projects involves copying information from one project into another, and then deleting the project from which the data was copied.

The 'to' project receives the WIP information from the 'from' project, and then the 'from' project is deleted. All other information in the 'from' project is discarded, including budgets and client information.

For this reason, this process is not reversible. So a system backup should be taken before a merging projects.

  1. Open the Utilities view in the left-hand pane.
  2. Click Database Utilities in the left-hand pane.
  3. Click Merge/Move in the left-hand pane.
  4. The Merge/Move screen opens in the main workspace.
  5. Using the From fields, select the project that you wish to merge into another.
  6. Using the To fields, select the project you want the 'From' project to merge with.
  7. Click Merge Data.

You have merged two projects.

Moving Projects

You can 'move' a project from one client to another.

  1. Open the Utilities view in the left-hand pane.
  2. Click Database Utilities in the left-hand pane.
  3. Click Merge/Move in the left-hand pane.
  4. The Merge/Move screen opens in the main workspace.
  5. Using the From fields, select the project that you wish to move.
  6. Using the To Client field, select the client you want the 'From' project to move to.
  7. Click Move Data.

You have moved a project to another client.

You can't move projects that have been cross-billed.

See also

Database Utilities

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