Merging Phases allows the combination of two Phases into a single, cohesive Phase. This feature is especially useful in cases where duplicated Phases exist with different Phase numbers or when Phases are duplicated due to name typos. By consolidating tasks and removing these duplicates, the Project schedule is simplified, making it easier to manage and track progress.
Merging Phases
In this example, Phase 3 is a duplicate of Phase 1 due to a typo in the name. To resolve this, click the three-dot menu on Phase 3, the phase you want to merge and delete, then select Merge w/Phase.
To merge phases, only phases at the same level as the selected phase can be chosen. Milestones are not mergeable.
Select the Phase to merge into.
The selected Phase is the Phase that you want to keep.
The Phase will be merged.
Data Affected
We will transfer the following data from the source to the target
Phase memberships
Calendar events
Comments
Member Budget:
Members: if the member doesn't exist in the target Phase, we will create it.
Open Role: always create a new Open Role
Work Categories:
Budget settings
Work Category estimates
Work Category memberships
Timesheets
Tasks
Scopes
Work Plans
Work Plan requests
Check-ins
Invoices
Comments