The Multiple Projects option is used if you need each Account to be in two or more of the Projects from your list at the same time. To do this Multiple Projects must be enabled in the Database Area Settings.
If you are looking to make an Area Multiple Project you will need to enable this before doing anything else in the Area. Please do not enable this option without consultation from Customer Success Support.
To set this up select the Menu option, Setup > Database Areas, select the Area that you wish to amend and go to the Area Usability Heading.
At the bottom of this heading, there is Advanced Project Management where you can enable Multiple Projects.
Information on Project setup can be found here. With Multiple Projects turned on each Account must be included in at least one Project.
Use the Filter and Search functions to select the list of Accounts that you want to allocate to a Project.
Click the Assign button which is on the Menu Bar to the left:
Select the option of ‘All Accounts in current filter’, ‘Selected Accounts’ or ‘Number of Accounts’ as required.
Select Include in Project.
Select the relevant Project from the drop-down list.
Click the Apply button.
The system will then go through all selected Accounts and apply the relevant Project.
It is often wise to ensure the Quick Backup is checked as this will store a backup of the data before the Assign. Please be aware that each Assign with Quick Backup checked, by any User working in the same Area, will overwrite the previous Quick Backup stored so it is good practice to check your data after each Assign.
Putting an Account in Multiple Projects means it can have a different Owner, Status, User defined Project fields, Nextdate and Response for each Project.
If the Account List is not filtered by a specific Project you may see what appear to be duplicates in the Account list, this is the Account appearing once for each Project it is in.
It is advisable to submit a Support Ticket before turning on Multiple Projects if Accounts existed in the system previously. This way Customer Success Support can make sure all the data will exists in the right places.