Configuring Global Search & Replace Templates

Configure Global Search & Replace templates to enable changing Project, WBS or Activity data in multiple projects at the same time.

To configure global search and replace templates:

1. Click Projects.
2. On the Projects navigation bar, click EPS.
   1. On the EPS page, click the Actions menu and select Global Search & Replace.
   2. In the Global Search & Replace wizard select Row Actions and click Add.
   3. On the Select Project step, move the EPS nodes or Projects you want to change from the Available Projects list to the Selected Projects list. Select Next .
   4. On the Define Search And Replace Criteria step, select a Subject Area to change.
   5. Select Add a Search condition and complete the Parameter, Is, and Value fields to determine the data to change.
   6. Create other search conditions if needed.
   7. Select Add a Replace condition and complete the Parameter, Is, and Value fields to determine the data to replace.
   8. Create other replace conditions if needed. Select Save.

Tips:

• You need the Perform Global Search & Replace project privilege to open the Global Search & Replace dialog box.
• You can create up to five search criteria and replace data in up to five fields with one template.

Related Topics

Working with Global Search & Replace

Searching For and Replacing Global Data

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Last Published Friday, October 1, 2021