In-Line Editing in Reports

[Halie_Baer]

Hi Again, 

I pulled a report of projects and added "Program Name" and "Company Name" as columns. I would like to be able to quickly go down the line and update both of these fields in all of our projects, but I don't have the in-line editing option within the report to update Program Name and Company Name. 

Am I missing something? Is there a better way to do this? 

Thanks! 

[skyehansen]

that's normal, I think. Certain fields just are not editable in a project report, and I can see that for me, I'm able to edit company but not able to edit program name. If you are not the system admin, your permissions may also differ. At this point your workarounds would be to find a different way to filter and bulk edit projects for programs, or use Fusion to automate your changes.

[Madalyn_Destafney]

You may just not have manage access to the objects you can't edit in-line. Check a couple of the programs you can't edit in the report as a test to see if you have manage access on the program itself. If you don't, I think that's why. Editing in-line in a report reflects same perms you have on the objects - if you can't edit it's usually bc you don't have edit/manage access.

[Halie_Baer]

I have admin access

[Halie_Baer]

[KellieGardner]

@skyehansen - is correct - Some fields like Company, Program and Portfolio are not inline editable on a report. From what I've seen, anything listed as "not groupable" in the Workfront API can't be inline edited on a report. 

Best bet is to bulk edit.

[kautuk_sahni]

@Halie_Baer  just checking in! Were you able to get this resolved? If one of the replies above helped—whether it completely solved the issue or simply pointed you in the right direction—marking it as accepted can make it much easier for others with the same question to find a solution. And if you found a different way to fix it, sharing your approach would be a great contribution to the community. Your follow-up not only helps close the loop but also ensures others benefit from your experience. Thanks so much for being part of the conversation!