Overview of Bulk Actions in Forecast

⏱️ 2 minute read

Forecast offers of range of bulk actions that are available across the platform. These actions allow you to manage financials, like invoicing and expenses, as well as project files and tasks.  This overview highlights the various bulk actions available in Forecast.

This article covers:

• Bulk Actions for Projects
• Bulk Actions for Tasks
• Bulk Actions for Financials
• Bulk Actions for Labels
   

Bulk Actions for Projects

Bulk Actions for Projects helps you manage project files more efficiently. Use Bulk Edit to organize files across a project's tasks and folders or to download or delete them.

• Learn more in: Sharing Files in Forecast

Bulk Actions for Tasks

Bulk Actions for Tasks are accessible within a project's Scoping or Task Board. Bulk actions include task automations, task updates, moves or deletions. 

• Read more in: Bulk Actions for Tasks

Bulk Actions for Financials

Bulk Actions for Financials help you manage expenses and when invoicing retainer periods.

Use bulk actions to update expenses, change category, approval, person, project phase and more. 

• Learn more in: Using Finance > Expenses

Use bulk actions in Retainer projects to create invoices for all of the project's periods, at once. 

• Read more in: Invoicing Retainer Periods

Bulk Actions for Labels

Labels are a widely used feature in Forecast and can be applied to projects, tasks, and people. They can also be converted into Skills using bulk actions,

• Learn more in: Setting up your Labels