Apply Changes

Once you search for projects you can then apply changes in the Results pane such as changing task dates and project status. Once you have made changes, you can evaluate the way in which the changes affect other tasks in each project. To save your changes, you must commit your changes on the current page of results before you navigate to the next page.

Change a single value

You can edit these values in the Results pane individually:

• Status

• Forecast

• Duration

• Baseline

• Manual

1. Search for projects you want to update.

2. Click the cell you want.

3. Enter the new value. If you are setting the Status, click OK.

   The cell is highlighted to indicate that you have an unsaved change.

4. Click Commit to save the changes.

   To save your changes, you must commit your changes on the current page of results before you navigate to the next page.

Change multiple task dates in projects simultaneously

You can select one or more projects in Project Tracker and apply a single date change simultaneously to all selections.

Alternatively, you can also apply task date changes across multiple projects simultaneously using Project Tracker Export/Import or Bulk Object Updater, but this requires you to generate a schema, make changes, and upload the file back into Siterra.

1. Search for projects you want to update.

2. Click View > Multiple Edit to make changes to multiple projects.

3. Select the rows you want to update or select the leftmost heading to select all rows.

4. Click Update Task Columns in the grid toolbar.

   This option displays when you select one or more rows. If no rows are selected, the option is hidden.

5. In the form that displays, select a Task to update.

6. Enter the data that you want to change:

   • Forecast

   • Baseline

   • Manual

   • Duration

   • Date lock: Select to lock the Forecast, clear to unlock the forecast.

7. Do one of the following:

   • Click Apply to apply the changes to the selected task and optionally repeat the last two steps for any other tasks that you want to update.

   • Click Apply & Close to apply the changes and close the form.

8. Optionally, click Evaluate to evaluate the ways that changes affect other tasks within the selected projects.

   This only applies to the current page of results.

   Values modified by the system contain a dark blue background.

9. Click Commit to save the changes.

   To save your changes, you must commit your changes on the current page of results before you navigate to the next page.

Make other bulk changes

You can also carry out these actions in bulk:

• Set baseline

• Lock dates

• Update status: Project Status is a column in Project Tracker results that you can display. You can change the value individually or in bulk.

1. Search for projects you want to update.

2. Select the rows you want to update or select the leftmost heading to select all rows.

3. Click More then select the option you want:

   • Set baseline: Set Baseline date to Forecast plus Duration.

   • Lock: Lock the dates.

   • Bulk Update Status: Show the Status column then select the Project Status you want for the selected projects and click OK.

4. Click Commit to save the changes.

   To save your changes, you must commit your changes on the current page of results before you navigate to the next page.