Mass Update of Project Task Revised Target Dates

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Posted on by KJK

Hello. We currently use CRM for Project Management. I have a need to go into Project Associated Task View and change the date of all not-started project tasks. The revised target date needs to be moved out two weeks in multiple projects. Is it possible to perform a mass revised target date change, or do I have to go into each, individual task and move the target date out? Thanks in advance.

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KJK 65 on at

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RE: Mass Update of Project Task Revised Target Dates

Many thanks - this procedure appears to have solved my issue!

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purwar purwar 2,836 on at

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RE: Mass Update of Project Task Revised Target Dates

1- export record and check mark for reimport .

2-for reimport go to project and click on import data.

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KJK 65 on at

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RE: Mass Update of Project Task Revised Target Dates

Jason:

Thanks for the suggestion. I thought something along these lines might be the answer - what I couldn't resolve was how to import the revised data from excel back into CRM? Any thoughts?

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jlattimer 24,562 on at

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RE: Mass Update of Project Task Revised Target Dates

One option might be to get the records you need to work with into a view via an Advanced Find and then Export them (using the option to re-import), make the updates in Excel and then re-import the data. If you have a lot of records and are clever with Excel you might be able to apply a formula to the column rather than editing each line.

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