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Bulk-Editing Objects

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Multiple objects may be edited at the same time through the Set Global Properties window. Bulk-editing objects in this way can be instrumental in saving time. The process involves first selecting all objects you want to edit on the canvas and then making the desired changes in each relevant tab in the Set Global Properties window.

If you already know exactly which objects you want to modify, they can be selected one-by-one or in groups on the canvas. In other cases, you may not be able to identify or locate all of the objects on the canvas, and filtering may be required. For example, to maintain GPM planned dates before exporting to P6, you could search for all activities and milestones with drift buffer greater than 0 (via the Apply Filters window), and then apply start-no-earlier constraints in bulk.

Objects that can be bulk-edited include activities, delays, embeds, links, milestones, benchmarks, shades, and text boxes. Each object type has its own tab that contains the available properties that can be modified. Notable exclusions include properties unique to individual objects, such as descriptions and IDs. Any change made will override the individual settings for all objects selected, but only for the type of object in a given tab. For example, if the box next to Float were checked in the Activity tab, every activity selected would have its float displayed on the canvas, but milestones would not be affected. In order to display float for every milestone selected, the corresponding box would have to be checked in the Milestone tab as well.

Steps (Example: Applying SNE Constraints)

  1. With the Multi-Object Select Tool Multi Select Icon chosen in the toolbar, select the desired objects one-by-one on the canvas. Alternatively, you can click on a blank portion of the canvas and drag a rectangular marquee box around all of the desired objects. For this example, see Applying a Filter to make the selection.
  2. With the objects still selected, click Objects > Set Properties for Selected Objects from the menu bar.
  3. Choose the tab for the type of object you want to modify. For this example, stay on the Activity tab. 
  4. To make a change, click the control next to the property you want to modify. For this example, under the Constraints section, click twice in the box next to Start no earlier than until a check appears, and then click once in the box next to Use Planned Dates until a check appears.
  5. If more than one type of object was selected, repeat steps 3-4 for each object type. For this example, click the Milestones tab and repeat step 4.
  6. When finished, click OK. Changes from across all tabs will be applied at once.

NOTE: If the outcome is not as desired, click Undo or press Ctrl+Z on the keyboard to cancel the last set of changes.

Notes

Setting Properties with Check Boxes

A property with a minus sign next to it indicates mixed assignment and will be left the way it was before the Set Global Properties window was opened.

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If a check box showing a minus sign is clicked, it becomes blank. In the case of displays, a blank box means that the property will not be displayed. In the case of actualization, a blank box means that an actualized activity would be de-actualized.

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If a blank check box is clicked, it becomes checked. In the case of displays this means the checked property will be displayed. Clicking once more will cycle the check box back to the mixed state, which will leave the property for all applicable objects the way it was prior to entering the Set Global Properties window.

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Constraint Behavior

Applying no-earlier-than (NET) or no-later-than (NLT) constraints may have a different effect depending on whether or not any of the selected activities or milestones currently have or previously had constraints set in the past. For example, for NET constraints:

If an activity or milestone… …and… …then…
Has NEVER HAD a no-earlier-than constraint before… Start-no-earlier-than is checked… No constraint will be set.
Has NEVER HAD a no-earlier-than constraint before… Both Start-no-earlier-than and Use Planned Dates are checked… An NET constraint will be applied at its current start date.
Currently HAS a no-earlier-than-constraint… Start-no-earlier-than is checked… No change will be made.
Currently HAS a no-earlier-than-constraint… Both Start-no-earlier-than and Use Planned Dates are checked… The existing NET constraint will be reset to the current start date.
Once HAD a no-earlier-than constraint… Start-no-earlier-than is checked… An NET constraint will be applied at whatever date the constraint was last set at unless the current start date is earlier than its last constraint date, in which case no constraint will be set.
Once HAD a no-earlier-than constraint… Both Start-no-earlier-than and Use Planned Dates are checked… An NET constraint will be applied at its current start date.

If both Start-no-earlier-than and Use Planned Dates are unchecked, the objects will be unconstrained but their most recent constraint dates will still be remembered internally.

Text Style

The description and the abbreviated description can be styled/formatted differently or the same. To make them different, choose Description from the dropdown, customize the options, and then choose Abbr. Description from the dropdown, and customize the options for it. The settings will be saved, and you can switch between the two to confirm.

To make them the same, choose Both from the dropdown, and then customize the options. Note that choosing both will only overwrite the options that receive a change. For example, imagine the description’s font has been formatted to Arial and the abbreviated description’s font has been formatted to Tahoma. If Both is chosen from the dropdown and the font is set to Calibri, then the font for both the description and the abbreviated description will be set to Calibri, but the color, alignment, style, and size will be unaffected, since they didn’t receive any change. This can be confirmed by switching between the description and the abbreviated description and reviewing them without losing any of the changes.

NOTE: If both the description and the abbreviated description have been turned off but the ID is turned on, then the ID will inherit the formatting of the abbreviated description. Otherwise, it will inherit the formatting of whichever description field is being displayed along with it.

Activity Tab

For info on individual fields, see Adding/Modifying Activities.

Milestone Tab

For info on individual fields, see Adding/Modifying Milestones/Benchmarks.

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Benchmark Tab

For info on individual fields, see Adding/Modifying Milestones/Benchmarks.

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Embed Tab

For info on individual fields, see Using Embeds to Create SS and FF Links.

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Link Tab

For info on individual fields, see Creating FS Links.

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Shade Tab

For info on individual fields, see Markup Tools.

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Text Tab

For info on individual fields, see Markup Tools.

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