Resource merging is used to combine two or more similar Resources while keeping their Project assignments.
Resources auto-merge feature is available in PPM Express. PPM Express Resources and Resources synchronized from external systems will be merged automatically if the Resource name and email fully correspond (applies to all new connections).
To merge Resources manually, follow these steps:
1. Navigate to the Resources page.
2. Select at least two Resources you want to merge and click Merge:
3. Choose one of the Resources below all other selected Resources will be merged to and click Merge.
Once Resources are merged, the target Resource will have multiple icons in the Linked System column. The number of icons depends on the number of merged Resources.
To auto-merge, the Resources imported from external systems with existing Resources Resource name and email should fully correspond. However, when importing Resources from Jira, Resource emails may not be imported due to Jira API limitations. To import Resource emails from Jira to PPM Express it is required to make all accounts selected for import visible to anyone who can view your content and accessible by installed apps. For this purpose, open the Account settings => Profile and visibility => Anyone.
The setting should be set to Anyone before the import process begins.
