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:
- Click Projects.
- On the Projects navigation bar, click EPS.
- On the EPS page, click the Actions
menu and select Global Search & Replace.
- In the Global Search & Replace wizard select Row Actions and click Add.
- 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 .
- On the Define Search And Replace Criteria step, select a Subject Area to change.
- Select Add a Search condition and complete the Parameter, Is, and Value fields to determine the data to change.
- Create other search conditions if needed.
- Select Add a Replace condition and complete the Parameter, Is, and Value fields to determine the data to replace.
- Create other replace conditions if needed. Select Save.
- On the EPS page, click the Actions
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
Last Published Wednesday, July 10, 2024