Updating Multiple Projects at Once

As a Project Manager, Idea Manager, or Project Team Member, you likely participate in or manage several projects at once, each requiring timely updates. If you have Allow Updates from the All My Work page rights, you can download project information to a spreadsheet file, make changes to the project information in the file, and upload the changes to make updates to multiple projects without having to navigate to each individual project.

The following information can be updated using the spreadsheet:

• Project name and description.
• Project gate dates.
• Select project metrics. All metrics that are set to allow updates from All My Work are included in the downloaded file. If a metric is not set for updates from All My Work, the metric is excluded from the download.

To update multiple projects at once:

1. From the Workspace menu, select All My Work.
2. Ensure the Work pod is set to display projects.

For information on how to do this, see Viewing Your Work.

3. Click to download information for the displayed projects to a spreadsheet file.

By default, Accolade saves the file to a temporary internet files directory. Save the file to a more accessible location.

4. Update the contents as necessary, ensuring the data within the spreadsheet meets the requirements listed below.
5. From the Work pod, click .
6. Click Load File, select the file to upload, and click Upload File.

Accolade uploads the changes from the spreadsheet file, and updates the data within each project accordingly.

Columns Included in the Spreadsheet File

• My Projects

 

Column Name	Accepted Values on Upload	Additional Notes
Sys Project ID	Alphanumeric characters	Used for matching for upload. If a project exists, its settings are changed with the values in the uploaded file. Do not change these values.
Project Name	Alphanumeric characters, underscore**	If blank, the row does not upload.
Project Description	Any	Can be blank.
Gate Date*	Any date	Can be blank.
Gate # Change Reason*	Any valid event reason code	Can be blank.
<Metric Display Name>	Alphanumeric characters	A metric column is included for each metric that includes the Allow Updates from All My Work page option in the metric configuration. Values must be appropriate for the metric type. It is possible that the file contains metrics that are not part of your projects. Any updates to metrics not included in the project are not applied when uploaded. Additionally, if a metric is not set to allow updates from All My Work but is included in the upload file, no rows within the file are uploaded.
End Date	Any date	Can be blank.

* A Gate Date # and Gate # Reason column is included for each gate included in the projects contained in the download. If you manage projects that use different process models, it is possible that a gate column does not apply to some of the projects included in the downloaded file.

** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

 

Notes:    The colors defined in the Excel Header Background Color, Excel Header Font Color, and Excel Header Is Bold system parameters determine the formatting of the header rows within the spreadsheet file. The steps in this article cover using the Work pod on the All My Work page to view this information. Depending on your company's configuration, you may not have access to this menu or it may be renamed. The Work pod is also available on the Comprehensive and Focused home page layouts, and on the Upcoming Gates page. For more information, see Viewing Your Work.