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Bulk update projects
Bulk update projects

Archive, delete, and edit multiple projects at once

Justyna Kawalec avatar
Written by Justyna Kawalec
Updated over a month ago

The bulk actions menu helps you update multiple projects at once. On the Projects page, select one or more projects to display the available actions.

bulk select screenshot

 

Bulk-edit projects

Use the Edit button to make changes to selected projects. There are seven fields that can be edited in bulk.

  • Client - updates the client for all the selected projects.

    Bulk-editing project client.

  • Color - updates the color for all the selected projects.

    Bulk-editing project color.

  • Tags -  you can add and/or remove project tags for selected projects.

  • Status - you can update the selected projects' status to draft, tentative or confirmed.

    Bulk-updating project status.

  • Billable/Non-billable

    Bulk-updating projects to be billable or non billable.

  • Budget - you can update the budget type for all the selected projects and set up the budget value.

    Bulk-editing project budget.

  • Project Owner - you can reassign the project owner for all the selected projects and decide if All Project Managers have edit rights.

    Bulk-editing project owner.

  • Edit rights - update the All Project Managers have edit rights setting for all the selected projects. This action will enable all Project Managers to edit multiple projects.

    Bulk-editing projects edit rights.

Bulk-archive projects

Use the Archive button to make selected projects read-only. Archived project allocations still appear on the Schedule, and archived projects still appear on the Projects and Report pages when the Archived view is applied. All their historical data is retained.

Bulk-activate projects

The Activate button brings the archived projects to the active state.


Bulk-delete projects

Use the Delete button to permanently remove all project data from Float. To delete projects in bulk, they must be archived first. Deleted projects cannot be restored.

bulk delete screenshot

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