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. On the "" Navigation Menu, expand "" Projects and click EPS.
    1. On the EPS page, click the Actions"" menu and select Global Search & Replace.
    2. In the Global Search & Replace wizard, in the template name list, select "" Context 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.

Tip:

  • 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.