How to Bulk Edit Multiple Tasks in Project Insight – Project Insight Help Center

The Bulk Task Editor lets project managers update multiple tasks at the same time from the Project Insight task list. Select the tasks you want to change, open Bulk Edit, choose the values to update, and save the changes across all selected tasks.

How do I bulk edit tasks in Project Insight?

Open the project task list.
Check the boxes next to the tasks you want to update.
Open the task list menu.
Select Bulk Edit.
Choose the task fields and values you want to change.
Select Save.

Project Insight refreshes the selected tasks and applies the changes to each one.

How do I select tasks for bulk editing?

The task selection boxes and Bulk Edit menu are available on the left side of every project task list, regardless of which task columns are currently displayed.

Check the box beside each task you want to update. You can also open the menu in the upper-left corner of the task list to use one of the available selection options.

Selection options include:

Check All
Uncheck All
Check only Summary Tasks
Check only Non-Summary Tasks

Can I open Bulk Edit with a right-click?

Yes. After selecting one or more tasks, right-click within the task list to open the available task actions and select Bulk Edit.

You can use either the task list menu or the right-click menu to open the Bulk Task Editor.

What happens when I change a value in the Bulk Task Editor?

Any value you change in the Bulk Task Editor is applied to all selected tasks. Fields you leave unchanged retain their existing values.

Review the selected tasks carefully before saving so you do not overwrite a value that should remain different between tasks.

How do I assign several tasks to one person?

Select the tasks, open Bulk Edit, and choose the person in the Task Owner field. Select Save to assign that person as the owner of every selected task.

For example, if three tasks should all be assigned to Eric, select those three tasks, choose Eric as the task owner, and save the bulk edit.

Can I add or remove resources from multiple tasks?

Yes. The Bulk Task Editor includes options to add or remove resources across all selected tasks. This is useful when a team member joins or leaves a group of tasks or when several tasks need the same additional resources.

Adding a resource does not necessarily change the task owner. Use the appropriate resource or task owner field based on the assignment you want to make.

What task fields can I update in bulk?

Available fields may depend on your Project Insight configuration, installed add-ons, permissions, and custom fields. Common bulk-edit fields include:

Work Hours
Work Status
Start Date
End Date
Duration
Constraint Type
Resource Type
Summary Task
Predecessor
Task Owner
Task Type
Sprint
Expense Code
Time Code
CapEx/OpEx
Visibility
Task Name
Additional Resources
Custom Fields

Can I set the same predecessor for multiple tasks?

Yes. Select the tasks that should share the dependency, open the Bulk Task Editor, and set the same predecessor for all selected tasks.

Review the resulting schedule after saving because adding a predecessor can change the dates of every selected successor task.

How do I save the bulk changes?

After selecting the new values, select Save. Project Insight applies the updates and refreshes the task list.

Depending on the Bulk Task Editor view you are using, you may also see the selected task list update within the editor as changes are made. Select Done when you have finished reviewing the updates.

When should I use the Bulk Task Editor?

Use Bulk Edit when multiple tasks need the same update, such as:

Assigning several tasks to the same task owner
Adding or removing a resource from a group of tasks
Changing task status across a project phase
Updating dates, duration, or work hours
Applying a task type, sprint, time code, or expense code
Setting the same visibility or CapEx/OpEx value
Updating a custom field across multiple tasks

Bulk editing can save time and reduce repetitive data entry when the same change must be made across many tasks.

Common mistakes when bulk editing tasks

Selecting more tasks than intended before opening Bulk Edit
Changing a field that should remain different between the selected tasks
Confusing the task owner with an additional assigned resource
Updating dates or predecessors without reviewing the resulting schedule
Forgetting to save the changes before closing the editor

Does Bulk Edit change every task in the project?

No. It changes only the tasks whose selection boxes are checked when you open the Bulk Task Editor.

Can I select every task at once?

Yes. Open the selection menu and choose Check All. You can also use Uncheck All to clear the current selection.

Can I select only summary or non-summary tasks?

Yes. The task list selection menu includes options to check only Summary Tasks or only Non-Summary Tasks.

Can I bulk edit custom fields?

Yes, when those fields have been configured for tasks and are available in the Bulk Task Editor.

Can I undo a bulk edit?

Review the selected tasks and values before saving. If an incorrect change is saved, you may need to select the affected tasks again and perform another bulk edit to restore the correct value.