Merge Sub-Projects into a New Project

Use the Save As Dialog Box (Merging Projects) to merge a master project's sub-projects into a new project.

All cost classes/cost sets defined in the master are defined in the new project.

The user becomes the owner of the new project. All other security options are copied from the master project.

The new project contains all data from each project assigned to the master project. If the data is in the same control account/work package combinations but within different projects, it is summarized in the new project.

To merge sub-projects into a new project:

  1. Display the Project Properties dialog box and select the Sub-Projects tab.
  2. On the Sub-Projects tab, click Save As to display the Save As dialog box.
  3. Enter a name and description for the new project.
    You can also click to display the Project Lookup dialog box, where you can select a project to overwrite.
  4. Click OK to merge the sub-projects into a new project.