Bulk Edit Coordination Issues
Objective
To use the bulk actions options in the Co-ordination Issues tool to edit or close multiple issues at once.
Background
When managing a project in Procore, you may want to update multiple co-ordination issues at once. Instead of addressing each item individually, you can use the tool's bulk actions menu to save time and effort. This allows users to efficiently edit common fields or close mutliple issues in a single operation.
Things to Consider
- Required User Permissions:
- To edit any co-ordination issue, 'Admin' level permissions on the project's Co-ordination Issues tool.
- To edit only the co-ordination issues you created, 'Standard' level permissions on the project's Co-ordination Issues tool.
- Additional Information:
- Editable Fields: You can bulk edit the Location, Assignee, Due Date, Priority, Status, Trade, and Type fields. To edit any other field, you must open and modify the issue individually. See Edit a Co-ordination Issue.
- Comments: Comments cannot be edited in bulk. See Add or Manage Comments on a Co-ordination Issue.
Steps
Edit Issues in Bulk
- Navigate to the project's Co-ordination Issues tool.
- Mark the checkboxes next to the issues to edit.
- Click the Bulk Actions drop-down menu, then click Edit.
- Click the fields to edit the Location, Assignee, Due Date, Priority, Status, Trade, and Type fields.
To edit any other field, you must open and modify the issue individually. See Edit a Co-ordination Issue. - Click Update Issues to save your changes.
Close Issues in Bulk
- Navigate to the project's Co-ordination Issues tool.
- Mark the checkboxes next to the issues to close.
- Click the Bulk Actions drop-down menu, then click Mark as Closed.
- Click Update Issues to save your changes.