Mass update or delete items

Note:

To mass update items, make sure the selected items are not locked.
To mass update items, you must have at least Edit access rights to the respective section; to mass delete or mass move items, you must have at least Manage access rights to the respective section (see "Roles, access levels, and access rights").
In addition, the current plan version must be in Edit mode (see "Manage project plan versions").

The mass editing feature is available for Table views of the "Workplan", "Participants", "Budget", and "Expenses" sections.

Follow the instructions below on how to mass-update multiple items at once.

1

Open the relevant table view, hover over the item row and tick the checkbox to mark the item.

Tip: To mark all items, tick the checkbox at the column header:

2

Click the action menu at the "Edit" icon at the top and then click Edit to update the items or Delete to delete the items.

Note: When you delete an item with sub-items, all-sub-items are also deleted.

3

If you chose to edit items in the "Workplan" section, you can update the following properties:

Participant: Choose a participant from the dropdown list, then all activities and events you selected will be assigned to this participant.

Tip: To find items faster in the dropdown list, simply start typing them in the search field:

Activity Type: Choose an activity type from the dropdown list, then all activities and events you selected will refer to this activity type.
Tags: Click into the tags field and enter the tags, then all activities and events you selected will have these tags.
Locked: Click the toggle to lock or unlock all activities and events you selected.

If you chose to edit items in the "Participants" section, you can update the following properties:

Participant Type: Choose a participant type from the dropdown list, then all participants you selected will refer to this participant type.
Budget Limit: Click into the budget field and enter the budget limit, then all participants you selected will operate within this budget limit.
Tags: Click into the tags field and enter the tags, then all participants you selected will have these tags.
Inactive: Click the toggle to deactivate or activate all participants you selected.
Locked: Click the toggle to lock or unlock all participants you selected.

If you chose to edit items in the "Budget" section, you can update the following properties:

Activity: Choose an activity from the dropdown list, then all budget items you selected will be moved to this activity.
Participant: Choose a participant from the dropdown list, then all budget items you selected will be assigned to this participant.

Note: When you have selected rate-based records and you choose a new participant, you will also need to choose the new cost rate; since the cost rate is new, the costs amount will be updated accordingly. Choosing a new participant is only possible if cost records are from the same cost type ("Rate" or "Fix").

Cost Category: Choose a cost category from the dropdown list, then all budget items you selected will refer to this cost category.

Note: Choosing a new cost category is only possible if cost records are from the same cost type ("Rate" or "Fix").

Tags: Click into the tags field and enter the tags, then all budget items you selected will have these tags.
Locked: Click the toggle to lock or unlock all budget items you selected.

If you chose to edit items in the "Expenses" section, you can update the following properties:

Activity: Choose an activity from the dropdown list, then all expenses you selected will be adjusted to this activity.
Participant: Choose a participant from the dropdown list, then all expenses you selected will be assigned to this participant.

Cost Category: Choose a cost category from the dropdown list, then all expenses you selected will refer to this cost category.

Note: Choosing a new cost category is only possible if cost records are from the same cost type ("Rate" or "Fix").

Cost Rate: Select the correct rate from the available options, which depend on the selected participant (only available when you choose the personnel costs category of the type "Rate")

Note: To edit default cost rates, you must have at least Edit access right to the participant you are reporting about and update the cost rate in its Financial Profile (see "Roles, access levels, and access rights").

Start Date: Set the date or period (the cost/effort will be distributed evenly along the period)
Not eligible: Toggle the switch to not calculate funding
No overheads: Toggle the switch to not add indirect costs
Tags: Click into the tags field and enter the tags, then all resources you selected will have these tags.
Locked: Click the toggle to lock or unlock all resources you selected.

4

To save changes, click Update at the bottom of a dialogue window.

Note:

If one or more marked items are locked, then in the mass update window you will only have the option to lock or unlock the selected items. Make sure all items you want to mass update are not locked and if necessary unlock them or exclude them from the mass update list.
For some expenses mass-updating may not be available, as reporting may be disabled until a certain date. So, you will not be able to mass-update expenses with the reporting date before the set date. To check until which date the reporting is disabled, click Reporting in the top right corner:

Note: You can update much more properties by editing items separately using a sidebar.