Bulk update projects on the Projects page
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. Several fields can be edited in bulk.
Color - updates the color for all the selected projects.
Project Owner - assigns the Project Owner for all the selected projects. You can also allow Managers with ‘manage projects’ permission can edit this project.
Billable/Non-billable - sets the selected projects to billable or non-billable.
Client - updates the client for all the selected projects.
Tags - adds and/or removes project tags for selected projects.
Edit rights - updates the Managers with ‘manage projects’ permission can edit this project setting for all the selected projects.
Budget - updates the budget type for all the selected projects and sets up the budget value and defines different/same bill rates setting (if applicable).
Project stage - updates the selected projects' stages and their corresponding statuses.
Bulk-archive projects
Use the Archive button to make selected projects read-only. Archived project allocations still appear on the Schedule, and archived projects can be found in the Archived tab of the Projects page. All their historical data is retained, and all the archived projects are included in the reports.
Bulk-activate projects
The Activate button in the Archived tab of the Projects page 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, they must be archived first. Deleted projects cannot be restored.
Bulk edit projects via the CSV upload
To update multiple projects at once using a spreadsheet, download your existing project list, make changes, and re-upload it.
Go to the Projects page
Click Import in the top-right corner
Select Pre-populate with existing projects
Click Download project template
Open the file in Excel or Google Sheets
Make changes and save the file
Click Upload CSV file.
Select the file you want to import
New projects included in the CSV will be added to the Projects page. For existing projects, their attributes will be updated based on the values you entered in your CSV.
Fields you can update via CSV:
- Client
- Notes
- Tags
- Budget (total hours)
- Non-billable (If Y, the project is marked as non-billable)
- All PMS have edit rights (If Y, Managers with ‘manage projects’ permission can edit this project).