Updating Multiple Project Status at Once in Keka

Overview

In this guide, you will learn:

• How to bulk update project statuses in Keka PSA
• How to use the Excel template for updating project status
  

Who Can Do This?

• PSA Admins
• HR Admins
• Any user with access to Bulk Import project settings

Pre-requisites

1. Access to the Bulk Import module.
2. Downloaded and filled Excel sheet with valid project names and status values.

Step-by-Step Instructions

Navigate to Bulk Update Projects

1. Go to the Projects section from the left navigation pane.
2. Select the Bulk Import tab.
3. Under this section, choose Bulk Update Projects.
   
   

Download and Edit Excel Template

1. On the Bulk Update Projects page, download the provided Excel template.
   
   
2. In the Excel sheet, locate the Project Status column.
3. Update this column with your desired statuses (e.g., In Progress, Completed, On Hold).
4. Save the file once all required statuses have been updated.
   
   

Upload the Excel File

1. Return to the Bulk Update Projects page.
2. Click Upload Excel File and select your completed sheet.
3. Review the data for accuracy and proceed.
4. Click Complete to finish the bulk update process.

How It Connects with Other Modules

• Projects: Status updates reflect across Task Boards and Timesheets.
• Analytics: Updated project status feeds into project and billing reports.

FAQs

• Q: Can I update multiple fields along with project status in the same upload?
  A: Yes, you can edit other fields present in the template, but ensure all mandatory fields remain unchanged unless intentionally modified.
• Q: What happens if I enter an invalid status in the sheet?
  A: The upload will fail or skip rows with incorrect status values.
• Q: Can I see “On Hold” projects in reports?
  A: Yes, projects marked as On Hold will still appear in reports and analytics unless filtered out manually.

Troubleshooting

• Upload fails or skips records?
  · Ensure project names exactly match those in the system.
  · Confirm that status values are valid and supported (In Progress, Completed, On Hold, etc.).
• Project does not update?
  · Check if the project is archived or deleted.
  · Verify if your role has permission to perform bulk updates.