Managing Project Roles Using Bulk Edit

From the Project Roles page, you can manage project roles across multiple projects using the bulk edit functionality.

  1. Navigate to the Project Roles Page
  2. From the Project Roles page, click Bulk Edit.

    The Bulk Edit drawer is displayed.

  3. Select the action you want to perform. Choose Assign roles or Unassign roles.
  4. Select the project roles. You must choose at least one project role.
  5. Click Continue.
  6. Use the search bar to narrow the list projects displayed. You can filter using project name, project number, or segment.
  7. Select the projects. You must choose at least one project.
  8. Click Continue.
  9. Review your changes and click Update.

Tip:

Click on the step number displayed on the top of the drawer to go back to a previous step.