Bulk Edit Coordination Issues
Objective
To use the bulk actions options in the Coordination Issues tool to edit or close multiple issues at once.
Background
When managing a project in Procore, you may want to update multiple coordination 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 coordination issue, 'Admin' level permissions on the project's Coordination Issues tool.
- To edit only the coordination issues you created, 'Standard' level permissions on the project's Coordination 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 Coordination Issue.
- Comments: Comments cannot be edited in bulk. See Add or Manage Comments on a Coordination Issue.
Steps
Edit Issues in Bulk
- Navigate to the project's Coordination 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 Coordination Issue. - Click Update Issues to save your changes.
Close Issues in Bulk
- Navigate to the project's Coordination 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.