How to perform actions on multiple projects

Owned by Damian Rozmiarkowski (Unlicensed)
Last updated: Jul 09, 2024 by Damian Rozmiarkowski
2 min read

Guidelines

The projects list is inherited from the Simple or Advanced search results. To change the criteria by which projects are filtered and displayed, go to the Simple search or Advanced search section. Change the search criteria and run the search again. Return to the Actions section after the list contains all the projects you need.

Alternatively, use the predefined smart project filters to find them, and click the Run button (see How to configure and use smart filters for more information).

Simple search

  1. As a user with the Project Manager role, go to Projects → Project list → Actions. From the dropdown menu in the Basic section, select the action that you want to perform on multiple files.

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  1. Select projects for which you want to perform the action. To select all projects, select the check box in the column header row. Then click the Run button.

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  1. A confirmation message will pop up.

Advanced search

  1. As a user with the Project Manager role, go to Projects → Project list → Advanced search. Select the search criteria for the projects your require and then select Search.

  1. Open the Actions tab. From the dropdown menu in the Basic section, select the action that you want to perform on multiple files. Then select the projects for which you want to apply this action by selecting the checkbox in the column header row. Then click the Run button.

  1. A confirmation message will pop up.

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