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How can I bulk edit projects or people information?

Bulk Edit, Manage tab

Updated this week

What do you need to Bulk Edit?

If you need to bulk edit the following for People & Projects for a few employees you can use the Manage tab:

Projects:

  • Name

  • Client

  • Status

  • Team

  • Tags

  • Status (Active/Archive)

People:

(Fix data or Update Data will determine when the changes are applied)

  • First Name

  • Last Name

  • Email

  • Team

  • Tag

  • Status

  • Job Title

  • Default Role

  • Cost/hour

  • Hours/day

    Other Fields or edits for many or all Projects and People

  • Please use the CSV tool in Settings to update any other information including:

    • Custom Fields

    • Assignments

    • Time off

    • Project Team Assignments

    • Financials

    • Timesheet entries

    • Skills

    • Workstreams

    • Phases & Milestones


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