We would like to be able to make bulk changes to Recurring Project Templates if possible.
For example, changing:
- Project Group
- Project Manager
- Client Purchase Order
Because these templates are automatically generated, it is a HUGE job if there are changes within the month to make the change to all individual template before they are created, or after, in the project.
We would like to be able to select the templates and then apply changes to some of the fields.
Happy if it is an export / import function, or whether it can be done as a action.
This would be a massive help to our processes and would be way more efficient that doing manually.
NOTE: I have spoken to Tony about this, and he requested that I put in as a feature request as he was happy to make this a priority.
Hi Team,
We would like to be able to make bulk changes to Recurring Project Templates if possible.
For example, changing:
- Project Group
- Project Manager
- Client Purchase Order
Because these templates are automatically generated, it is a HUGE job if there are changes within the month to make the change to all individual template before they are created, or after, in the project.
We would like to be able to select the templates and then apply changes to some of the fields.
Happy if it is an export / import function, or whether it can be done as a action.
This would be a massive help to our processes and would be way more efficient that doing manually.
NOTE: I have spoken to Tony about this, and he requested that I put in as a feature request as he was happy to make this a priority.
Thanks,
Maria.
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