Changing the status on multiple projects
Use Amend Project Status - Batch to change the status on multiple projects at the same time.
This displays a list of all top level projects. You select a status and then select the projects that you want to apply this status to. The selected status is automatically applied to all sub-projects, groups and items in the project's structure. Any sub-projects, groups or items, in the selected project's structure that do not track statuses, are automatically set to Not Applicable.
To change the status of individual sub-projects, groups or items in a project's structure, use the Amend Project Status window.
- You must have created the statuses that you want to use for your projects.
- You must have chosen to Record and track item status for each project level, group level or project item type in the Project Structure Settings.
- The status for the project and all sub-projects, groups and items is changed to the new status.
- If sub-projects, groups or items in the project's structure are not set to track statuses, the status of these is set to Not Applicable.
- If the project is not set to track statuses (the status of these projects is displayed as Not Applicable on the list), the status of any sub-projects, groups or items that do track statuses, are set to the new status.
To change the status of multiple projects
Open: Project Accounting > Projects > Amend Project Status - Batch.
- Select the projects to display.
- Select the General tab to filter your projects by Project, Project status or Customer.
- Select the Additional Information tab to filter your projects using the Additional Information drop-down lists.
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Click Display.
A list of projects is displayed.
- Select the status you want to apply to the selected projects, from the Change project status to drop-down list.
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Select the projects that you want to apply the status to.
Note: To see the details of a project, click View Selected. This displays the details of the first project selected.
- To change the status of the selected projects, click Save.
Other tasks
Set up project item type display features
Overview
Using statuses with your projects
Reference