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How to Link Existing Projects

This article will show you how to link your existing projects to avoid doubling up on work

Sometimes you may accept a project invite from your GC for a project that you already created on your side, resulting in duplicate projects. Don't worry. Linking the projects is easy. 

Please note: Any CORs and Tags the contractor created/sent on the project they were invited to by their customer will not be accessible after linking

To link your projects:

1. Head to your Active Projects list

2. Locate the project you were invited to:

To find the project you were invited to, simply use the “Created By” column to determine who created the project. You will either see created by "My Company" OR your specific customer. 

Click on “MORE”

From there, select “Link to Existing Project"

3. Click the dropdown and select desired Project

 

4. Click Submit

5. Confirm by clicking OK

Your Project is now linked!