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-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.
Color - updates the color for all the selected projects.
Tags - adds and/or removes project tags for selected projects.
Status - updates the selected projects' status to draft, tentative, or confirmed.
Billable/Non-billable - sets the selected projects to billable or non-billable.
Budget - updates the budget type for all the selected projects and sets up the budget value.
Project Owner - assigns the Project Owner for all the selected projects. You can also allow Managers with ‘manage projects’ permission can edit this project.
Edit rights - updates the Managers with ‘manage projects’ permission can edit this project setting for all the selected projects.
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.
