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Bulk Actions on Portfolio Layer

Make bulk updates to your project portfolio with the data table

Holly Conrad Smith avatar
Written by Holly Conrad Smith
Updated over a month ago

Use data table bulk functions to update projects en masse.

Open the data table by clicking the table icon on the portfolio layer from the layer tree

Select one or more projects using the checkboxes on the left.

Once one or more projects are selected, the bulk update options appear.

Bulk Portfolio Layer Actions are an Enterprise Tier Feature

Bulk Update

Update a workspace property value for multiple projects at once.

Select multiple projects.

Click "edit"

Select a workspace property to update from the list

Update the value, then click "save"


Bulk Share

Share multiple projects at once.

Select multiple projects.

Click "share"

Input emails, select teams, or choose a workspace.

Center on Selection

The map location zooms to the centroid of the selection.

Select multiple projects.

Click "center"

Export Spreadsheet

Export the selected projects' workspace properties in a spreadsheet.

Select multiple projects.

Click "export"

Select CSV or Excel.

Then, select what to export

  • Export Selected - Exports the selected projects

  • Export Visible - Exports the projects visible on the map

  • Export All - exports all projects

Bulk Delete

Delete all of the selected projects.

Select multiple projects.

Click "Delete"

Confirm delete:

  • Cancel: Return to table with no action taken

  • Delete: Delete all of the selected projects

Deleting projects cannot be undone.

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