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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Update multiple projects

Update multiple projects

The project list gives you a fairly comprehensive view the existing projects on your platform.

Several actions can be performed on this list, such as filtering, creating a new project, or updating projects.

Some information can be updated directly in the list, such as priority, weather, status and so on. Other information, such as active themes or certain project properties, can be updatedaction the Modify en masse.

  • What data is visible from the project list?
  • Quickly update projects from the project list
  • Modify projects en masse

What data is visible from the project list?

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  1. The list of projects is displayed according to a view, which can be modified using the view selector.
  2. đźš©
    These views are managed by your administrator. The view List of projectsList of projects can be set up as a flat view list or as thumbnails. Depending on the view selected, you can display different elements:
  3. WordingWording the project
  4. Cockpitsbudget, planning, resources, risk...)
  5. project structure (related management, or geographical location...)
  6. Project links (parent project, dependencies...)
  7. Project attributes and propertiesstatus, project manager, weather, update date, etc.)

Quickly update projects from the project list

From the project list, you can update some of the data displayed in the list.

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  1. Click on Main menuMain menu > ProjectsProjects > ProjectsProjects.
  2. Browse projects in list, menu EditEdit appears to the right of the line
  3. Click on EditEdit.
  4. đźš©
    The number of projects being edited is displayed at the top of the list. It is therefore possible to click on EditEdit on several projects at once. If no changes have been made, the save button remains inactive.
  5. Enter property or attribute values.
  6. The record button is activated and displayed in pink.

  7. Click on RegisterRegister.
âś…
The values you have entered are now saved in your project.

Modify projects en masse

From the project list, you can make bulk changes to projects. The values selected will apply to all selected projects.

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  1. Click on Main menuMain menu > ProjectsProjects > ProjectsProjects.
  2. Select the projects to be modified.
  3. Click on Modify en masse.
  4. đźš©
    The modification form is displayed, containing :
    • properties,
    • active themes,
    • and theme validation.

    If no changes are entered, then the RegisterRegister remains inactive.

  5. Set property and attribute values.
  6. Click on the RegisterRegister.
âś…
The values you have entered are now saved in your project.
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