How to merge Phases on Project Schedule Modal?

Learn how to merge phases, remove duplicates, and streamline project management for better organization and tracking.

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.

  1. Click the three-dot on the phase you want to merge and delete, then select Merge w/Phase.

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    Only Phases within the same Project and at the same level as the selected Phase can be merged. Milestones cannot be merged.
  2. Click Select Phase to select the Phase to merge into.

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    This is the Phase that you want to keep.
  3. Click the Merge button.

  4. 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

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