Status & Assign Tasks (My Workspace, Bulk Updates, Status & Assign Tasks)

If you have multiple projects that need a Project Status updated, you have the ability to move 30 projects at once in Practice ERP (as long as they are within the same Project Category).

First you have to select your Project Category you are working within.

There are additional filters that will appear to sort projects by.

 

Within this screen you have the option to select up to 30 projects to move at one time. You can either check the box next to each project or use the Mark All to Mark the Top 30 projects within your list (clicking on the columns will also re-sort your data listed in the results).

 

Once you are in the Edit Selected screen you can mass update the Next Status & the Assign to on your projects. If each project you have selected need to go into different statuses or to different staff you can scroll to the right on the project information and use the Next Status drop down and the Assign to drop down to manually re-assign each project.