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Bulk edit

Bulk editing is available for all the main pages of PPM Express. It allows bringing a list of all portfolios, programs, projects or resources for a quick edit.

To use this feature, click on the Actions dropdown in the upper left part of the page and choose Bulk edit to open the corresponding page.

Also, if the projects/programs/portfolios/resources are selected, the bulk edit option appears in the list of actions (in the table and timeline view). 

By default, the list on a Bulk edit page shows only the columns with the default attributes. To show additional attributes, click on the Columns button to open the Configure columns menu and mark the columns you want to be available for viewing and editing.

The Configure columns menu includes not only the attributes available by default but also custom project, program, portfolio, or resource custom fields created by users.

To edit any attribute, double-click on it. Perform the changes as required and click the Save button on top. 

Please note: Bulk edit functionality is available for users who have permission to edit projects (programs, resources, portfolios). 




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