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Bulk Project Comments/Updates

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Level 5

6/2/23

Description - latest change to Project Edit screen removed the last vestige of posting comments by removing the ability to post comments to multiple Projects at once when bulk editing selected Projects.

 

Why is this feature important to you - there is no longer a simple way to put information/comments/updates on multiple relevant jobs creating multi-step process X each applicable project (could be 3, 10, 50, more). 

 

How would you like the feature to work - options (may be others) 1) at minimum, return to the way it very recently was where if you were bulk editing a project one could select the Comment box in the left pane to post a comment to multiple projects at once (cannot do this with single Project Edit for some time);  2) allowing us to Open Summary on Projects in bulk and add a comment;  3) at the very minimum provide Project-level Open Summary panel that includes Updates section as in other parts of the system -- this one doesn't remove the repetition but does reduce it as well as offering easier ways to interact with the Project level data points.

Current Behavior - must locate project, click into project, click on Updates 'tab', enter comment, post (with or without additional step of tagging others) then repeat for each relevant project (could be 3, 10, 2, 50, more).  This is a lot of time, steps, repetitive clicks (think ergo) and personal opinion -- boredom and frustration.

10 Comments

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Level 3

6/4/23

Hi Tammie,

 

I have the exact same issue as a Portfolio Manager. I have 74 projects to update. I used to do this all in bulk, now I have to manually open each as you pointed out. A waste of time that was an efficient system previously.

 

Cheers for raising!

 

Justin

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Level 5

6/8/23

I thought I had lost my mind.  I just went to bulk-add a comment for multiple projects and couldn't figure out why I wasn't seeing the option.  So frustrating!

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Level 1

6/14/23

A lot of our customers used this feature. Taking it off means a lot of effort for the likes of Portfolio/Program managers and coordinators. It would be nice if this feature can be brought back. 

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Level 2

6/27/23

I have users who frequently use this feature and now that it is gone, it is requiring much more work to post the same update on multiple projects.

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Level 1

7/6/23

Agreed! This feature is greatly missed by our team. 

 

Bring back the ability to bulk comment on projects! 

 

Has anyone come up with a clever workaround?

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Level 3

7/6/23

Hi Jenna,

 

No clever workaround yet. I raised a ticket with Workfront support and I was told they don't have one either.

 

Happy to hear if someone else has found a way though!

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Level 5

7/10/23

The only workaround I know of is to use Fusion (assuming you have access to it).

 

I tested it just now with a WF Create Record module, and it worked.  You need to map the following fields (for the Object ID and Update Text fields, I passed along the parsed data from a CSV file):

 

Fusion comment bulk update.png

 

If you have only a few updates, it's like using a howitzer to take out a fly.  But if you've got a lot of updates, this would likely be preferrable than having to manually update each project.

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Level 1

7/28/23

The current workaround we are using is through Advanced Search.  If all the projects have a common named task (an end task or beginning task), we would do an Advanced Search for that Task Name and filter by Program ID, to be able to see the Projects within that Program which have that Task name.

 

From there you can select the Task associated with the Projects and click Edit to post your comment.

 

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