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

What is the easiest way to Bulk edit over 700 projects to change actual completion date?

  • September 6, 2024
  • 3 replies
  • 1777 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

Doug_Den_Hoed__AtAppStore
Community Advisor
Doug_Den_Hoed__AtAppStoreCommunity Advisor
Community Advisor
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
Level 6
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.

    skyehansen
    Community Advisor
    skyehansenCommunity Advisor
    September 6, 2024

    Can you use a kickstart to add the task?

      T
      TegwynSt1Author
      Level 6
      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
      Community Advisor
      skyehansenCommunity AdvisorAccepted solution
      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.

        ChristinaJay
        ChristinaJay
        Level 4
        September 9, 2024

        Hi - is it all the same date?

        T
        TegwynSt1Author
        Level 6
        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
        Level 4
        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.

         

         

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