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Merge projects

Merge multiple projects into one unified project profile

PreviousTransfer OwnershipNextFor Grant Managers

Last updated 15 days ago

Overview

When syncing projects from third-party grant systems, duplicate projects may be created due to slight variations in names, different wallet addresses, or other discrepancies. To streamline project management, GAP provides a Project Merge feature that allows project owners to consolidate duplicate projects into a single project profile.

How It Works

Project owners can merge projects by selecting a primary project (master project) and consolidating other duplicate projects into it. This ensures all project details, grants, updates, and histories are unified under a single project entry.

Steps to Merge Projects

  1. Access Project Settings:

    • Navigate to the Project Settings of the project you wish to merge (e.g., Project B or C).

    • Cick on the Merge option

  2. Select Master Project:

    • Choose the target project (master project) into which the selected project should be merged (e.g., Project A).

  3. Confirm Merge:

    • Click Merge to primary project to finalize the process.

Example Scenario

You have three projects: Project A, Project B, and Project C. If Project B and Project C are duplicates of Project A, follow these steps:

  1. Navigate to Project B settings → Click Merge → Select Project A → Click Merge.

  2. Navigate to Project C settings → Click Merge → Select Project A → Click Merge.

After completion, Project B and Project C will be merged into Project A, consolidating all data under one unified profile.

Benefits

  • Eliminates duplicate project entries.

  • Ensures accurate grant tracking and reporting.

  • Maintains a single source of truth for project updates and progress.

This feature enhances project management efficiency by providing a seamless way to resolve duplication issues in GAP.