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Ability to mass update deliverables, assignees and dates in the DM once the workspace is deployed

A typical DM for an Oracle engagement could include anywhere from 500 - 1000 lines and having to update each individual line with assignees and due dates become very impractical very quickly. A feature to make mass updates through excel export/import will drastically reduce the time it takes to update DMs with all the required attributes to effectively manage and deliver engagements using Concourse.

  • Guest
  • Dec 1 2022
  • Dev Refinement
United States
  • Admin
    Courtney Powers commented
    December 01, 2022 16:02

    Hi Vinod! Thank you for this idea!

    There is a bulk edit option in Concourse that could help with this issue. I've attached a quick video of what updating multiple Deliverables looks like and here are the steps:

    1. Select the box at the left of the title for the items you want to update

      1. You can select each box individually or you can select a group of items by clicking on the last Deliverable you want to edit while holding shift

    2. Use the pop-up at the bottom of the screen to update the Deliverables

      1. The options are

        1. Status

        2. Workstream

        3. Owner

        4. Start date

        5. Due date

        6. Duplicate

        7. Delete

    3. To finish updating, just click on the X at the far right of the pop-up

    I've also made our team aware of this idea.

    Please let me know if you have any questions or additional details to share! Thank you again for submitting this!

    update items.mp4
    Attachments Open full size

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