Managing stakeholder records and duplicates
Use the unified stakeholder view to review stakeholders, spot possible duplicates and decide which records to merge.
This guide is designed for project manager.
Steps
Step 1: Open the unified stakeholder view
From your project, go to the Stakeholders area to open the unified stakeholder table, where all people and organisations linked to the project are listed.
Step 2: Review stakeholder cards and table entries
Browse the stakeholder cards and table rows to see key details such as stakeholder type, status and associations with your project.
Step 3: Identify potential duplicate stakeholders
Look for the duplicate detection banner at the top of the page, which highlights stakeholders that appear to represent the same person or organisation.
Step 4: Open the merge duplicates dialog
From the duplicate detection banner or a stakeholder entry, choose the option to review duplicates, opening the merge duplicates dialog with side-by-side stakeholder details.
Step 5: Compare duplicate stakeholder details
In the merge duplicates dialog, compare each stakeholder’s information and decide which record to keep as the primary one for your project.
Step 6: Confirm and complete the merge
Confirm your selection to merge the duplicate stakeholders, so that your unified stakeholder list updates to show a single, consolidated record.
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Last updated: 2026-08-31