What is the easiest way to Bulk edit over 700 projects to change actual completion date? | Community
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TegwynSt1
New Participant
September 6, 2024
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What is the easiest way to Bulk edit over 700 projects to change actual completion date?

  • September 6, 2024
  • 3 replies
  • 1776 views

I have tried making current and adding form and completing - doesn't trigger date change.

 

is there a way to bulk add a one task template and set it to complete? I REALLY REALLY don't want to manually go into each project and add a task and complete.

 

and No we do not have fusion =(

 

help???

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Best answer by skyehansen

here's a bare minimum kickstart file. You don't need a lot of info going in there. Probably just add a planned completion date or whatever. Try it with one task and see if you can get it to work.

3 replies

ChristinaJay
ChristinaJay
New Participant
September 9, 2024

Hi - is it all the same date?

T
TegwynSt1Author
New Participant
September 10, 2024

@christinajay  I am doing in batches but date didn't matter to me, as long as it was "now" or "this week" for an automation to pick them up.

ChristinaJay
ChristinaJay
New Participant
September 10, 2024

I use an excel file similar to what Doug suggested - I paste the project #s into a column and through concatenation and what not it will give me the text mode for the filter. Then I just edit in bulk. 

 

If you think that would be helpful, happy to share.

 

 

skyehansen
skyehansen
New Participant
September 6, 2024

Can you use a kickstart to add the task?

    T
    TegwynSt1Author
    New Participant
    September 6, 2024

    Hi Skye! - this seems promising? but I haven't had much practice using them. I'll have to do a little research.

    skyehansen
    skyehansenAccepted solution
    New Participant
    September 6, 2024

    here's a bare minimum kickstart file. You don't need a lot of info going in there. Probably just add a planned completion date or whatever. Try it with one task and see if you can get it to work.

      Doug_Den_Hoed__AtAppStore
      Doug_Den_Hoed__AtAppStore
      New Participant
      September 6, 2024

       

      Hi @tegwynst1,

       

      If these 700 projects were all originally based upon a common Template, I invite you to consider:

       

      • create a filter that returns those 700 projects
      • adding the new Template Task to the Template
      • use our Sync Template solution to automatically push that new Template Task to all of those 700 projects
      • if all 700 then need the same Actual Completion date, do so with a filter and Bulk Update
      • if each of the 700 have unique Actual Completion dates, do so using our Excel Updater solution

      Regards,

      Doug 

      T
      TegwynSt1Author
      New Participant
      September 6, 2024

      If I had to guess who I might hear from on this it would be you and Skye lol.

      Thank you Doug - we are over budget right now as it is but I will take a look - whatever we do it has to be done early next week.

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