Is there a way to bulk edit Project Sharing / who project is shared with? | Community
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AnnaHolder
Level 4
August 15, 2024
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Is there a way to bulk edit Project Sharing / who project is shared with?

  • August 15, 2024
  • 1 reply
  • 715 views

We have a user who needs to share many projects with a team. Is there a way to do this in bulk, or must he individually share each project? I tried creating a view and a report with the "Shared With" field/column on the Project object, but the field is not editable in-line. 

 

TIA.

    Best answer by Madalyn_Destafney

    Hi, yes you can certainly do this in bulk. Pull the projects you need to share in a project report (or select them all from within the portfolio or program if they're in the same one). Then select all > click the share icon to adjust access for all.

     

    1 reply

    Madalyn_Destafney
    Community Advisor
    Madalyn_DestafneyCommunity AdvisorAccepted solution
    Community Advisor
    August 15, 2024

    Hi, yes you can certainly do this in bulk. Pull the projects you need to share in a project report (or select them all from within the portfolio or program if they're in the same one). Then select all > click the share icon to adjust access for all.

     

    If this helped you, please mark correct to help others : )
      A
      AnnaHolderAuthor
      Level 4
      August 15, 2024

      Brilliant, thanks so much @madalyn_destafney !  Can't believe I missed that 

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