Encountering duplicated projects can create inefficiencies and data discrepancies. Mosaic offers a merging service to consolidate duplicate projects, ensuring streamlined management and data integrity.
During the process of merging, Mosaic will:
Transfer:
Simply moves data from the unwanted Project to the Project to keep.
Moving data may result in updates on related entities move to the Project to keep.
Merge:
Combines data under the unwanted Project to the Project to keep if duplicate exists.
Data combined to those in the Project to keep are deleted.
If duplicate does not exist on the Project to keep, data will be transfered from the unwanted Project.
Create:
Creates necessary data to support transferred or merged data.
Typically memberships.
Delete:
Deleted without consideration of transfer nor merges.
How each data type is being handled?
Project
The following data types will be transferred
Notes
Tags
Task Group
Task Status
Comments
The following data types will be merged
Phases
The following data types will be created
Project memberships
Phase
The following data types will be transferred
Calendar events
User Activities
The following data types will be merged
Sub-phases
Activity Phases
The following data types will be created
Project memberships (if appropriate match does not exist on the project to keep)
Phase memberships
The following data types will be deleted
Member positions
Member rates
Activity Phase
The following data types will be transferred
Time Entries
Project Tasks
Project Scopes
Project Scope Requests
Activity Phase Schedule Bars (Work Plans)
Activity Phase Schedule Bar Requests (Work Plan Requests)
Check Ins
Invoices
User Activities
The following data types will be merged
N/A
The following data types will be created
Project memberships (if appropriate match does not exist on the project to keep)
Phase memberships (if appropriate match does not exist on the project to keep)
Activity Phase memberships
The following data types will be deleted
Activity Phase Estimations (Member budgets)