Merging Phases combines two Phases into a single, unified Phase. This feature is particularly useful for eliminating duplicate Phases that may have different Phase numbers or names due to typos. By consolidating tasks and removing redundancies, the Project Schedule becomes more streamlined, improving management and progress tracking.
Click the three-dot on the phase you want to merge and delete, then select Merge w/Phase.
Only Phases within the same Project and at the same level as the selected Phase can be merged. Milestones cannot be merged.
Click Select Phase to select the Phase to merge into.
This is the Phase that you want to keep.
Click the Merge button.
The Phases will be merged. This process may take some time—refresh the page to view the update.
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