Merging Project Files

1. Access the Projects Module 0:00

How to access the Projects module:

• Navigate to the Projects module.
• Choose to Browse or Search for projects.
  

2. Search for Relevant Projects 0:13

Use the search function to find projects with ‘King’ in the title.

3. Open a Project to Review 0:41

How to open a Project to review:

• Select the project titled ‘Once and Future King’.
• Review the contacts, packages, project history, and locations.
  

4. Understand the Merge Functionality 0:59

About the Merge functionality:

• Note that merging does not combine the data set of the file (e.g., project summary, status).
• Merging only combines references.
  

5. Select Projects to Merge 1:15

Choose the projects you want to merge (e.g., select three projects).

6. Choose the Master File 1:22

Select the master file that will be the final version (e.g., ‘King and His Men’).

7. Execute the Merge 1:34

Click ‘go’ to initiate the merging process.

8. Review the Merged Project 1:48

How to review the merged project:

• Check that all references are now included in the ‘King and His Men’ project.
• Note that previous project files will be retained with a new name indicating they have been merged.
  

9. Maintain Original Files 2:01

Understand that original files are not deleted, allowing for data comparison if needed.

10. Conclusion 2:07

This process effectively merges project files along with their packages and contacts.

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For more information on how to merge project files, watch this video.