⚠️ Important: When you link two projects, you must choose one to "keep." The project not selected will be soft-deleted, and its unique data will be removed from the system.
Step-by-Step Instructions
1. Initiate the Link
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Navigate to your Projects dashboard.
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Locate the project you wish to link.
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Click the More button on the far right of the project row.
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Select Link to Existing Project from the dropdown menu.
2. Select the Secondary Project
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A "Link Projects" window will appear.
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You will see a list of available projects. Scroll or search to find the project you want to merge with your current selection.
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Click on the project to highlight it.
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Click Review Selection.
3. Choose the "Master" Project (Prioritization)
Since both projects likely contain data, you must choose which project to prioritize.
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Compare the two projects side-by-side (e.g., My Company Created Project vs. Customer Invited Project).
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Select the radio button above the project you want to remain active.
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Review the data summary (Contracts, Users, CORs, etc.) to ensure you are keeping the version with the most accurate primary information.
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Click Review Final Project.
4. Final Review and Confirmation
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Review the final summary page titled "This is what your linked project will look like."
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Check the Important changes to the final linked project section at the bottom. This will notify you of specific items (like customer allowance draws) that may need to be reallocated after the merge.
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If everything looks correct, click Finalize Link.
