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This feature is only available in the Advanced Edition. Advanced features are still in BETA, but if you’re interested, please contact our support for more information.

Overview

With the Bulk Change Field Values feature, you can efficiently update field values for multiple projects at once. This feature is exclusive to the Projectrak Advanced Edition and helps streamline project management by saving time and reducing manual effort.


How to modify several the field value on several projects

1. Access the Bulk Change Option

  • Navigate to the Project navigator.

  • Use the filters to leave on the view the projects you want to update.

  • Click the "Bulk change" button in the toolbar.

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2. Select the field to update

  • In the pop-up dialog, choose the field you want to update from the dropdown menu. If you miss a specific field to update, request for it in our support portal.

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3. Define the new value

  • Input the desired value for the field.

  • Leave the value blank if you want to clear the field for all the selected projects.

  • Confirm your selection by checking the acknowledgment box.

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4. Process and confirmation

  • Click "Save" to apply the changes.

  • The system will display a progress indicator showing the status of the update.

  • If there are any errors or restrictions, such as permission issues, you’ll be notified in the final step.

updating values.pngfinal step.png


Key Features

  • Update field values for up to 500 projects in one action.

  • Permission-based controls ensure secure updates.

  • Progress tracking for real-time visibility.


Important Notes

  • This feature is only available in the Advanced Edition.

  • Ensure you have the necessary permissions to perform bulk changes.

  • Changes are irreversible once confirmed.


FAQ

Q: Can I undo a bulk change?
A: No, changes are irreversible once confirmed. Double-check the selected projects and values before applying.

Q: What happens if I don’t have permissions for some projects?
A: The system will notify you of any restrictions and display details about projects that couldn’t be updated.


Learn More

For further assistance, visit our Support Page or contact your administrator.


This structure provides a clear, user-friendly guide to the feature while including all necessary details and steps. Let me know if you'd like to tweak anything or add more specifics!

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