How can I efficiently update multiple projects at once in Keka PSA?

Organizations often manage multiple projects simultaneously to meet client demands effectively. As project circumstances evolve, it's essential for project managers to keep details updated to ensure everything remains on track. Keka provides project administrators with the capability to perform bulk updates for projects, streamlining the management process.

Here's how an admin can change the same -

Navigate to the Projects section and select the Bulk Import option. From there, click on Bulk Update Projects to proceed.

A new screen will appear, where you can select the Excel Template option (1).

A new window will appear, allowing you to choose either to download the Excel template for all projects or for specific projects that you wish to update.

If you opt for the second choice of selecting specific projects, additional filters will be presented. Here, you will need to specify the desired clients and the particular projects you wish to include.

Once you've made your selections, simply click on the Download button to proceed.

Once you have made the necessary changes to the Excel file, return to the portal and upload the updated file. This will complete the bulk update process for your projects.

We would appreciate your feedback on this document. If you have any further questions or need assistance, please explore our FAQ articles or reach out to our product experts for support.

If you want to learn more on deleting or achieve an existing projects, click here: Deleting or Archive an Existing Project