App Review–Nearbaseline’s Bulk Edit

imageAny organisation that uses Project Server will quickly get to the point where they need to modify or add new custom fields as their organisational process or requirements change. As any Administrator will tell you, adding new custom fields is simple, however updating all the projects to reflect the new custom fields is not. Enter Bulk Edit, a popular 2010 solution starter that has been given the app treatment by a few partners. In this post we are going to look at the first and most impressive, Nearbaseline’s Bulk Edit, available in the SharePoint app store.

Once installed, the app can be accessed from the Site Contents menu, or directly from Project Centre view.

Bulk Edit in the Project Centre Ribbon

When the app opens you will be shown all the fields that you can edit by default and given the option to choose which ones you wish to update.

Bulk Edit - Select the custom fields to edit

Once loaded, the app will show all the projects within your PWA instance and the fields chosen above in a grid so you can easily see the relevant fields to update

Bulk Edit - Modifying the fields and synchronising back

As you change fields in the app, it will synchronise the update back to Project Server and show you the status with a simple tick or cross. What makes this app truly great is that the author really thought about the key use cases when performing a bulk update and added support for ‘autofill’ using a little nub similar to what you see in Excel and added filters / sorting to help you classify and find the projects you wish to update.

Bulk Edit - Update Status

Bulk Edit - Filter and sort fields

All in all, Nearbaseline’s Bulk Edit is great free app addition for your Project Server / Project Online environment.

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One thought on “App Review–Nearbaseline’s Bulk Edit

  1. Pingback: The Appie Awards… | epmsource

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