While a project is underway, you can easily make changes to high-level project properties as well as take actions that impact all time entries for that project.
Edit multiple projects
When project priorities or details change, it’s important to update this information, so the project data remains accurate.
Resourcing Administrators, Portfolio Editors, and Project Editors can edit information for multiple projects at once on the Projects Portfolio Page.
To edit multiple projects:
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Go to List View on the Project Portfolio.
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Filter to the projects you want to edit. You can use Saved Views or Shared Views as your filters if they apply. You can only edit projects you own. Set the Project Filter to yourself projects you own.
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For Project State, select Active. You can't update archived projects, so you need to filter them out before making your changes.
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In the top right, click Edit Project.
Project Editors can only edit projects they own. First, make the Project Editor the Project Owner, then select Edit Project. -
Select the checkbox for projects you want to edit.
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In the right column, select the changes you want to make, and then, at the top of the screen, click Done.
Changing Project Properties
You can change Client Name, Project Owner, Project Type, and edit Project Tags.
You can also bulk edit. Project Custom Fields, as follows:
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If the Custom Field is a text field, you can change this value.
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If the Custom Field is a drop-down menu, you can change this value.
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If the Custom Field is a multiple-choice drop-down menu, you can add or remove values.
To create new client names or project tags, first create them in Account Settings.
Archiving 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.
- On the right sidebar under Actions, click Archive.
Once you've archived a project, you can't restore it.
Lock time entries
In Resource Management, you can do the following:
- Lock all time entries for a project
- Automatically lock time entries after a set number of days
When you lock time entries, it prevents people from making unnecessary edits to project hours. You’ll also have time to review and approve time entries before you lock them, especially when you choose to automatically lock them after a certain period.
To set hours to lock automatically
- Go to Projects, and then select a project whose time entries you want to lock.
- In the Time Entry Locking section, select the option you want to use.
Communicate with your team when you plan to lock hours for projects, so they can confirm their time before.
Locked hours on time reports
Once a time report is locked, only an Administrator or Portfolio Manager can unlock it.
Delete a project or phase in Resource Management
When you delete a project or phase, you delete all assignments and time and expense entries. For projects, you also delete any phases associated with the project.
You cannot undo this action.
To delete a project:
- Go to the Project Settings page.
- On the left sidebar select Delete Project.
To delete a phase:
- Go to the Project Settings page.
- On the left sidebar, hover your cursor over the phase name you want to delete.
- Click the trash can icon to delete the phase.
