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Updating the "Item Type" in Project Deliverables for more than One Line

  • October 14, 2024
  • 2 replies
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  • Sidekick (Customer)
  • 10 replies

Hi All,

When defining the project deliverables we normally copy the whole structure as a deliverable. However sometimes we need to change the item type of these items. For an instance, let’s say we have a machine with many component parts, as a project deliverable. If we are to manufacture this machine we need all the component parts created as demands for the project. So the item type for them will be ‘Material’. However, there can be instances where we need to get the whole machine from another supplier. In this case we don’t need the component parts to be created as demands for the project but we need to have them as components listed under the machine, in project deliverables design. In this case we need to change the item types for all the component parts from ‘Material’ to ‘Non-Material’. 

 

But what makes this process difficult is that in cloud, we can only change one line at a time (as per our understanding). Usually we have many component parts (sometimes about 100 or more), so it is not practical to update one line at a time. 

 

 

Would like to know whether there is any other way we can do this differently or whether this a limitation in cloud.

 

Your ideas/suggestions are mostly welcome.

 

Regards,

Best answer by Ushan Senarath

Hi @NJAY 

 

Have you tried the ‘Edit All’ functionality, which can be accessed by clicking on the three dots next to the field description? This is one way you can perform a mass update.

 

 

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2 replies

Ushan Senarath
Hero (Employee)
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  • Hero (Employee)
  • 45 replies
  • Answer
  • October 18, 2024

Hi @NJAY 

 

Have you tried the ‘Edit All’ functionality, which can be accessed by clicking on the three dots next to the field description? This is one way you can perform a mass update.

 

 


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  • Author
  • Sidekick (Customer)
  • 10 replies
  • October 21, 2024

Hi @Ushan Senarath ,

Didn’t know it was there. Thanks a lot for the tip. 

Regards,


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