First, you’ll need to enable your permission and anyone else’s to have access to this feature. This impacts business users, project manager users and Construction Manager users. Note that users must have access to the projects their updating.
Once enabled, you can now update any number of records across your projects in one simple screen.
Here you can:
- Filter projects by specific fields, including status, category, or date
- Select multiple projects and apply bulk edits intuitively using an interactive interface
- Execute updates as offline jobs with detailed logs for completion and error reporting
- Implement permission controls and validation checks to ensure optimum security
When you click more than one project, the “Update Fields” becomes available. Once clicked, it opens a box that lets you update all the listed fields for the selected projects, or any fields for those projects with the new value.
If a Project Manager for a group of projects needs to be changed due to a change in headcount, this would be a simple update for all projects that previously had person A and now have person C. The same would be true for any projects that need to be updated to closed or another project status at end of year. This will process offline and take an update immediately afterward.
Your user will also receive an email notifying you of how many records were updated:
You can now see the bulk action run to see all records:
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