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Summary Project Multi-User Work – Split Project and Merge Summary Project

Split project and merge Summary Project

Create Summary Project
Create Summary Project
Merge and archive Summary Project
Merge and archive Summary Project

Rillsoft Project 9 in combination with Rillsoft Integration Server or Rillsoft Cloud splits a large project along its subprojects into several independent projects and merges them back into a Summary Project. Real multi-user work becomes possible without planners locking each other out.

Info
This function is only available in Rillsoft Project with Integration Server or Rillsoft Cloud.

Split project – multi-user work becomes possible

A project is broken into multiple projects along its subprojects. Each subproject is stored as a separate project in a predefined directory. Afterwards the stored projects are combined into a Summary Project via the Create Summary Project function.

Prerequisites for the split:

  • At least one subproject exists
  • No activities on the top project level
  • No documents attached on the top project level

What multi-user work means in practice

Before (one large project)After the split
Only one planner can writeSeveral planners work in parallel on subprojects
Editing becomes a bottleneckSubproject teams work independently
Overall view from a single documentOverall view from Summary Project + portfolio

Individual project teams or planners focus on their own tasks and avoid waiting on other teams.

Summary Project and portfolio together

Merging individual projects into a Summary Project and adding them to a project portfolio provides:

  • Overview of overall status for project managers and executives
  • Monitoring of subprojects and deadlines in one place
  • Consistent data basis for utilization, dates and reports
  • Improved coordination between the teams involved

Merge Summary Project and archive

Once the subprojects are completed, the Merge Summary Project function combines them back into a single project for archiving. The completed work stays compact and remains available as a reference for future planning.

Frequently asked questions(FAQ)

A Summary Project combines several independent projects into a single overarching view. Each subproject is stored as a separate project – several planners can work on them in parallel while the Summary Project delivers the overall view.

Three conditions: at least one subproject must exist, no activities are allowed on the top project level and no documents may be attached on the top project level. Only then can Rillsoft Project split the project cleanly into individual projects.

It enables genuine multi-user work: subproject teams work independently on their own project without waiting on others. The project lead sees the progress of all subprojects through the Summary Project and the portfolio.

No. Split project and Merge Summary Project are only available in Rillsoft Project with Rillsoft Integration Server or Rillsoft Cloud – the standalone setup does not support these multi-user functions.

Once all subprojects are completed, the Summary Project can be merged back into a single project with the “Merge Summary Project” function and archived. The finished work stays compact in the archive.