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.
Solved! Go to Solution.
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.
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.
Brilliant, thanks so much @Madalyn_Destafney ! Can't believe I missed that
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