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In the List view, you can directly edit specific project details to keep your data up to date and save time. This article explains how to make changes efficiently for both single and multiple projects. If you're looking for a more general overview of this view, see the article List (View).
Single Projects
Editing Project Details
You can quickly edit the following project fields by clicking them in the List:
- All project fields of the Text (single line) type (e.g., Project Key or Name)
- All project fields of the Single-select type (e.g., Status)
- All project fields of the Multi-select type
- All project fields of the Number type
- All project fields of the Resource type (e.g., Deputy Project Manager)
- Goal
- OBS fields
- Project Type
To edit further project fields, open the details view of a project by clicking the square icon that you see when moving your cursor over the project.
Delete
To delete a single project, move your cursor over the project and click the three dots at the end of the line. Next, select Delete.
Advanced Options
Rank Project by ScoreProPremium
In the List, you can now move single projects to the rank that they should have based on their priority score. Move your cursor over the respective project and click the three dots at the end of the line. Next, select Rank Project by Score.
Learn more about the rank and working with the priority score in the Rank and Priority Score article.
Apply from/Submit to Plan of RecordProPremium
In the List, you can now apply or submit single projects from and to the Plan of Record when working with scenarios. In a scenario, move your cursor over the respective project and click the three dots at the end of the line. Next, select the desired option:
Learn more in the Scenario Comparison article.
Multiple Projects
Bulk Edit
To quickly update multiple projects, you can edit project fields of the single-select type as well as OBS fields and the Business Goal for several projects at the same time. Check the boxes of all projects that you want to update and then select Edit in the toolbar:
To select all projects displayed in the list, check the box to the left of the column headers.
Bulk Apply from/Bulk Submit to Plan of RecordProPremium
To quickly apply a group of projects from the Plan of Record to a specific scenario, make sure you are in the desired scenario view in the List.
Check all of the boxes of the scenarios you want to apply the Plan of Record to. In the toolbar, click Apply from Plan of Record.
To submit a group of projects in a specific scenario to the Plan of Record, make sure you are in the desired scenario view in the List.
Check all of the boxes of the scenarios you want to submit to the Plan of Record. In the toolbar, click Submit to Plan of Record.
In order to see these entries in the toolbar, you need to open a scenario first.
Bulk Comment
To write an identical comment on multiple projects at the same time, select the projects which you want to comment on, and click Comment in the toolbar. In the dialogue, type your comment. Click Comment to add your comment to all your selected projects.
Project managers will be notified of the comment through our project manager email notifications.
This function can be used to, for example, remind multiple project managers at once to update their projects with a single message.
Delete
To delete several projects at once, check the boxes on the left side of the projects and click Delete. To select all projects displayed in the list, check the box to the left of the column headers.
Fast Project Updates
If you export your projects to Excel and edit them, you can then import your changes back into Meisterplan quickly and easily with the Quick Import for Projects. Please be aware that this import does not recognize all fields from the List and therefore will not import unrecognized fields.