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SOLVED

Is there a way to bulk edit Project Sharing / who project is shared with?

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Level 4

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.

1 Accepted Solution

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Correct answer by
Community Advisor

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.

Madalyn_Destafney_0-1723742845694.png

 

If this helped you, please mark correct to help others : )

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2 Replies

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Correct answer by
Community Advisor

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.

Madalyn_Destafney_0-1723742845694.png

 

If this helped you, please mark correct to help others : )