Bulk Edit Project Details

Bulk Edit Project Fields

Making updates to project fields across many projects is now vastly more efficient. When you have a lot of updates to make, such as changing the Status or Target Date for multiple projects, it can be done at once in a bulk action. For example, update a custom field across 50 projects from the Project Details page with just a few clicks. The Bulk Edit capability is accessible anyplace you can edit projects.

Bulk Edit applies to updates of Project fields and Custom fields.

Permissions considerations: to perform Bulk Edits the user must have permission to update the field. The following permissions are validated:

  • Add/edit project
  • Custom field permissions

Upper Limits: Bulk Update enables updates across up to 50 projects for up to 25 fields at a time.

Bulk Edit

Real World Scenario – Project Status Meeting Requires High Volume Updates

New information in a project status meeting require 50 projects to have their Status and Phase values updated in e-Builder. Rather than updating each project separately, which would take 4 clicks per project and potentially take more than an hour. With Bulk Edit, all 50 projects may be selected at once and the update take a matter of minutes.

Applying Bulk Edit

  1. Access Bulk Edit from Administration Tools > Projects > Manage Projects, or by clicking the Projects tab to access the Projects page, or My Settings > Membership > Projects
  2. Select the Projects to be updated by clicking the check box next to the project and click the Bulk Edit button. Note you may select up to 50 projects at a time.
  3. Select the Fields to be updated utilizing the Available fields filter or typing the name of the field in the input box
  4. Update the value of each field individually if the values are different or click Apply to All if the same field value applies across projects.
  5. Click Save. A confirmation message will appear when updates are successful or a warning if one of the entries is invalid.