Project Mass Edit

In the Projects > Listing and Projects > Allocations  views you can find a project action called Project Mass Edit. This is a superb tool to edit multiple projects at once in Silverbucket according to your selection.

Project Mass Editing Features 

You can edit the following attributes for your selection of projects with this tool:

- Project Manager
- Customer
- Probability (0-100%)
- Active / Archived
- Invoicable (Y/N)
- Start date of the project
- End date of the project
- Invoicing Type (Time & Material / Fixed Price / Price Ceiling)
- Project's organization

Using the Project Mass Edit

Example1: Changing the customer for multiple projects at once.

1) Navigate to Projects > Listing or Projects > Allocations  view.
2) Filter the desired projects in the view. In this example we have filtered all the projects that are under our test program Knowledge / RAM
3) As we can see from the screenshot we have three different customers marked for the projects. Our goal is to change the customer from existing customer to "Help & Manual Customer" for all these projects:

To change the customer for these projects we can either choose them all and change the customer or just pick the two incorrect ones (Future Project & Inspection 777) and change them.

4) Select the projects that have the incorrect customer; in this case we're going to checkmark projects Future Project 2019 & Inspection 777, as they have an incorrect customer right now (red rectangle in the above screenshot)
The checkmark indicates the project is selected. To select all listed projects at once (4/4 in this case), click on the checkbox above the listing circled with yellow color

5) After you are done with the selection, click Project mass edit just above the listing which opens a new modal which allows you to select which entity to edit: in this case, Customer:

By clicking the '2 selected.' text you can see your selected projects in full text - make sure you have all the desired projects listed

6) As you click Customer you get two options:
- Choose from an existing customer
- Create a brand new customer

In this case we are selecting Choose from an existing customer and pick Help & Manual Customer from the listing provided.

You can edit multiple entities at once for all your selected projects

7) As we click Update the results can immediately be seen from the listing:

Example2: Archiving multiple projects simultaneously.

1) Navigate to Projects > Listing or Projects > Allocations
2) List the desired projects you wish to archive. In this example we have searched with the word "Copy" so that we can archived all the projects that are copies of some other projects.

By clicking on the checkbox above the listing we can choose every listed project with just one click.

3) Click Project Mass Edit and further click on the Active slider. This opens up a marked checkbox, which needs another confirmation from the user to archive the selected projects.

The checkmark indicates the projects are active right now.

4) As we uncheck the checkbox we receive a warning "Inactivating removes all future reservations". 

When a project is archived all the future allocations are deleted.

5) After we click Update all the selected three projects will be archived.
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