Editing Project Level Data Across Projects

While there is no "one-click" bulk update feature like the Task Bulk Editor or Issue Bulk Editor features, you can run a Project Report to inline edit the project one by one. This eliminates having to go to each Project Status page - saves a bunch of time!

One caveat is that the Project level field has to be inline editable.

• Some native PI fields are inline editable and some are not
• All project level custom fields (with the exception of HTML editors) are inline editable

Let's Get to Work!

1. Create a project report with the fields you want to edit + other relevant info
2. Sort the report by the column you want
3. Save the report if this is something you’ll do often
4. Mouse over and double click on a row you want to edit (remember, your cursor needs to be a pointer and not a hand)
5. Edit the info you want (Note: if a field is not editable, you will not be able to click into it)
   • (Also note: that if you are not a PMO Manager – role in your user profile – and also not a PM on the project, you will not be able to edit it)
6. Enter in the new value and either hit the {Enter} key on your keyboard or the Save icon to save the row
7. You’ll notice that there are red Refresh report links at the top and bottom of the report. Click one of these when done to refresh the totals on the page