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6. In the second box, Merged Project -, select the project you want to be the “master”
Project (into which CRM merges the first project)
7. Click Save

NOTE: After you have merged the Project records, you must delete the duplicate Project
record(s) manually. And name the master back to the original name.
1. Enter the Project name in the search bar
2. Select the pencil icon Edit button
3. Select Delete

Project Grid

The Overall Firm Administrator (OFA) can make the Project Grid the default landing page for
the Projects module vs. just seeing a list of projects. The Project Grid allows you to add
specific fields to the grid view, which can be edited, filtered, sorted, and grouped like Excel
spreadsheets. Turn on the Project Grid view here: General Administration > Firm Setup.

Use Case: Project Managers
• View your projects, identify missing data, and make updates so the Marketing and BD
teams can find relevant experience and respond to RFPs.
• Search for specific projects and update details as the project progresses to ensure
Marketing has the most up-to-date information for responding to RFPs.

Use Case: Marketers
• Search for relevant experience to help with go/no go decisions.
• Verify project data's completeness to confidently use your firm’s project experience
when responding to RFPs.

Use Case: Business Developers/Seller-Doers
• Search for relevant experience to ensure the work you want to pursue aligns with
your firm’s experience.
• Prepare for meetings with prospects by reviewing similar past projects for them, other
clients, or in the same geographic area.

Activity 11.4 – Configure Project Grid

Activity Steps

Part 1: Enable Project Grid and Manage Columns
1. Click the Administration button
a. Hover over General Administration
b. Select Firm Setup

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