Desktop · Web Console

How to Merge Projects in CrewBox

Ended up with two projects for the same job site? Consolidate them into one clean record.

Merge Two Projects

  1. Open one of the two projects.
  2. In the project header, open the actions menu and click Merge Project.
  3. Pick the other project you want to merge with.
  4. Choose which project is the primary — the one that's kept. Everything consolidates into it.
  5. Decide whether to delete the other project after merging. This option is on by default; turn it off if you want to keep the emptied project around.
  6. Confirm the merge.
The Merge Project dialog — pick the project to consolidate into this one.
The Merge Project dialog — pick the project to consolidate into this one.

Media, documents, and history from both projects consolidate into the primary.

Tips

  • Choose the primary carefully — its name, address, and details are what survive. If the other project has the better details, make that one the primary instead.
  • Deleting the secondary project keeps your Projects list free of duplicate shells; most merges should leave it enabled.