Mass update or delete items

Note: To mass update items, you must have at least Edit access rights to the respective section; to mass delete or mass move items, you must have at least Manage access rights to the respective section (see "Roles, access levels, and access rights"). In addition, the current plan version must be in  Edit mode (see "Manage project plan versions").

The mass editing feature is available for pages with Table view, e.g. Workplan, Participants, Resources. 

Follow the instructions below on how to mass-update multiple items at once.

1

Open the relevant table view, hover over the item row and tick the checkbox to mark the item.

Tip: To mark all, tick the checkbox at the column header:

2

Click the "Edit" icon at the top and then click Edit to update the items or Delete to delete the items.


3

If you chose to edit items in the "Workplan" section, you can update the following properties:

  • Participant: Choose a participant from the dropdown list, then all activities and events you selected will be assigned to this participant.
  • Tip: To find items faster in the dropdown list, simply start typing them in the search field:

  • Activity Type: Choose an activity type from the dropdown list, then all activities and events you selected will refer to this activity type.
  • Tags: Click into the tags field and enter the tags, then all activities and events you selected will have these tags.
  • Finalized: Click the toggle to finalize or unfinalize all activities and events you selected.

If you chose to edit items in the "Participants" section, you can update the following properties:

  • Participant Type: Choose a participant type from the dropdown list, then all participants you selected will refer to this participant type.
  • Budget Limit: Click into the budget field and enter the budget limit, then all participants you selected will operate within this budget limit.
  • Tags: Click into the tags field and enter the tags, then all participants you selected will have these tags.
  • Inactive: Click the toggle to deactivate or activate all participants you selected.
  • Finalized: Click the toggle to finalize or unfinalize all participants you selected.

If you chose to edit items  in the "Resources" section, you can update the following properties:

  • Activity: Choose an activity from the dropdown list, then all resources you selected will be adjusted to this activity.
  • Participant: Choose a participant from the dropdown list, then all resources you selected will be assigned to this participant.
  • Cost Category: Choose a cost category from the dropdown list, then all resources you selected will refer to this cost category.
  • Tags: Click into the tags field and enter the tags, then all resources you selected will have these tags.
  • Finalized: Click the toggle to finalize or unfinalize all resources you selected.
Note:
  • If one or more marked items are finalized, then in the mass update window you will only have the option to finalize or unfinalize the selected items. Make sure all items you want to mass update are not finalized and if necessary unfinalize them or exclude them from the mass update list.
  • For some expenses mass-updating may not be available, as reporting may be disabled until a certain date. So, you will not be able to mass-update expenses with the reporting date before the set date. To check until which date the reporting is disabled, click Reporting in the top right corner.

4

To save changes, click Update at the bottom of a dialogue window.

Note: You can update much more properties by editing items separately using a sidebar.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.