PMA project stage bulk update using excel add ins

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Posted on by Agnes Lee

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Hi there,

we are using D365 F&O PMA at the version of 10.0.8 (10.0.319.20003)

we are trying to move a number of projects to the stage of "close", trying to do this via Excel add in, and bring in the Project stage field to the excel, but when we change the project stage value and tried to save and refresh the change back to the database, I am getting a message saying 'project stage" is a read only field. Is there a way to get around this issue

Thanks in advance

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Christoph Thaler 5,442 on at

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Hi Agnes.

unfortunately not. It seems this is not allowed by design. In addition you are not allowed to bulk update multiple projects in the user interface. I suggest to request a modification by a developer but think about an additional security check to ensure nobody will close all project by mistake.

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Agnes Lee 162 on at

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Thanks Christoph, much appreciated

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Rahul Mohta 21,032 on at

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project stage field triggers /controls other updates to project hence is a read only

you can multi select projects in UI and can update in bulk

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Ludwig Reinhard Microsoft Employee on at

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Hello Agnes Lee,

The project stage is not something you can directly mass update.

Yet, with a little adjustment of the respective entity, you can use flow / powerautomate to achieve what you want.

I posted something about my blog about this flow integration where my friend Ievgen explains how to realize the modification needed for the entity.

Might help; maybe just have a quick look at the video.

Best regards,

Ludwig

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André Arnaud de Cal... 301,130 Super User 2025 Season 2 on at

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Hi Ludwig,

It will be helpful if you share the direct link to the specific blog and video. Can you add these links? There is now only a general link to your blog in your signature.

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