How to delete a project schedule using Bulk Edit

Modified on Tue, 21 May 2024 at 08:10 PM

Follow these steps to delete a project schedule using the Bulk Edit feature in your project management tool.


Step 1. Navigate to the Project Schedule and Open the Gantt chart

  1. Access the Project Workspace: Go to your project workspace and navigate to the Schedule section by either scrolling down or selecting it from the left navigation pane.

  2. Open Gantt View: Click on Edit in Gantt View to open your project schedule.



 

Step 2. Navigate to Bulk Edit and Download the Schedule File

  1. Access Tools: Navigate to the Tools option located at the top right of the screen and select Bulk Edit.



  1. Download the Schedule File: Once the Bulk Edit dialog opens, click on Download to download the current schedule file.




Step 3. Edit the Downloaded file, Save and Upload

  1. Edit the File: Open the downloaded Excel spreadsheet. Mark the Delete Record column as Yes for all tasks you wish to delete. Ensure you do not delete the tasks or the relevant spreadsheet rows.



  1. Save the File: Save the edited Excel file.

  2. Upload the File: Navigate back to your project in Fluid. Click on Upload to upload the saved file with the updated, deleted schedule entries.




By following these steps, you can efficiently delete a project schedule using the Bulk Edit feature, ensuring that your project management records are accurately maintained.


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