Allow manual rules at portfolio level to run across multiple projects simultaneously [Portfolio bulk actions]

English Forum Product Feedback
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I would love to be able to mass edit project custom fields from the portfolio view. Multiselect would let me do what I need, but that isn’t a feature, so instead I’m trying to use a rule. However, I need it to run on existing data instead of based on a trigger. For example: if a custom field is X, change custom field to Y. I can do that in a project, but it doesn’t seem to be an option at the portfolio level, and I am not on the enterprise plan that would give me bundles access.

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Indeed, manual rule trigger doesn’t yet exist at the project level.

It wouldn’t change anything, bundles help you define rules within projects, and don’t “run” them.

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@Bridgette_Belcher,

Don’t forget to click the title to scroll to the top and vote by clicking the Vote button; that’s the quickest and most effective way to express your support for a request.

Thanks,

Larry

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Hi everyone, we’ve added manual triggers to portfolio rules as well. Note that because we don’t support multi-select in Portfolios, you won’t be able to manually trigger portfolio rules over multiple portfolio items at once.

@Bridgette_Belcher, if this launch solves the issue you reported, let me know and I will close this thread and move it to our “Developed” category. :slight_smile:

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Hi @Vanessa_N thanks for following back up! It does not solve my problem, however. I’ve tested it out just now and while I can add a manual rule to the portfolio, I can’t run it at the portfolio level. I have to go individually project by project triggering it. What I need to be able to do is set a manual rule at the portfolio level and run it at the portfolio level so it runs on all of the projects in that portfolio. Is there a way to do that? Thanks!

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Hi @Bridgette_Belcher, thanks for the additional context!

You’re right, with this launch, it’s now possible to manually run a rule at the portfolio level, but only one project at a time. Unfortunately, bulk actions aren’t supported yet.

I’ve shared your feedback with the PMs working on this, and if anything changes down the line, I’ll be sure to let you know.

Also, I’m updating the title of this request to make it clearer for others. Thanks again!

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Hi @Bridgette_Belcher, our PMs have confirmed that this request falls under “bulk actions on portfolios”, which is a project they’ve been considering. That said, they can’t confirm yet whether it will be added to the short-term roadmap. I’ve added the “Considered” tag to this topic to help us track it in case there’s any updates to share in the future :slight_smile: