Overview
This article covers how to merge active projects within Parallax.
Important Warning:
This action of merging cannot be undone.
In order to merge two closed/won CRM projects in Parallax, the following criteria must match:
- The Deal being kept must be "closed/won" and/or marked as "won" in CRM.
- Must have the same client from CRM.
- Must have the Project Type (i.e. both Projects must be both Client or both Internal).
- Offerings cannot have the same Names.
What Projects merging does:
When you merge Projects you are doing the following:
- Pulls Offerings from the chosen Project into this one*.
- This includes all Assignments and attached Timesheets.
- Pulling the attached CRM Deal from into this one as a "passenger".
- Archiving the chosen Project and removing all Offerings.
A "passenger" Deal is one that is attached to a Project, but does not affect the Project Name, Status, etc. When you pull another Project in using a merge, the CRM Deal already on the Project will determine these things.
Important Warning - Merge from the Keeper!
Make sure all merges are performed from the Project you want to keep, not the one you want to pull in!
How to Merge Projects
- Once you have confirmed that the projects meet the criteria above, identify and click on the parent project record on the Active Projects listing page
- Click on the Integrations tab
- At the bottom of the page, click "Merge Project"
- Locate the Deal Name to merge into the existing project and select "Associate and Merge"
- Once the child project is selected, you will be asked to confirm the merge.
Parallax Tip - Other ways to Add
The example above reflects HubSpot CRM, however, the Add Deal option can be found under the CRM widget used by your organization.
Merging deals will not automatically update the Target Revenue amount. Upon moving the project to Awaiting Start status, the Target Revenue can be updated under the project's Financial Settings.
Parallax Tip - Nothing happened!
If you go through all of the steps to merge, and you see no change, check the names of each Service Offering on both Projects. Merging requires that all Offerings on a Project have different names, so if you're merging Projects with identical Offering names, it won't work.
This is an easy resolution - just update any duplicate names so that they aren't identical and try merging again!
OOPS!
In the event you accidently merge record 1 into record 2 but you meant to merge record 2 into record 1, simply rename the projects and create a new snapshot to update.