Edit multiple projects

You can edit or archive projects in bulk. 

Who can use this?

Plans:

  • Resource Management

When project priorities or details change, it’s important to update this information, so the project data remains accurate.

Project Editors can only edit projects they own.

  1. In the top navigation, select Projects
  2. Use filters to display the projects you want to edit. 
    • You can use saved views or shared views as your filters. 
    • To see only projects you own, set the Project Owner filter to yourself.
  3. You can't update archived projects, so set the Project State to Active
  4. In the top-right, select Edit Projects.
  5. Select the checkbox for projects you want to edit.
  6. In the right column, under Edit Properties, select and apply each change you want to make.
  7. When you've made all the changes, at the top of the screen, select Done.

Change project custom fields

You can bulk edit project custom fields:

  • If the custom field is a text field, you can change the value.
  • If the custom field is a drop-down menu, you can change this value.
  • If the custom field is a multiple-choice drop-down menu, you can add or remove values.

Navigate to Account Settings to create new client names or project tags.

Archive projects

You can bulk archive completed historical projects. Archiving projects ends ongoing assignments and removes future assignments. Project Editors must own a project to archive it. 

  1. In the top navigation, select Projects.
  2. Use filters to display the projects you want to edit.
    • You can use saved views or shared views as your filters.
    • To see only projects you own, set the Project Owner filter to yourself.
  3. You can't update archived projects, so set the Project State to Active.
  4. In the top-right, select Edit Projects.
  5. Select the checkbox for projects you want to edit.
  6. On the right sidebar under Actions, click Archive

Once you've archived a project, you can't restore it.