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Audience: MSP staff with Write Planner or Manage Planner. Delete Selected additionally requires Manage Planner. Ask the MSP to adjust Company permissions when needed.

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Select the intended items

  1. Open Planner > List View and choose the company scope.
  2. Choose the active list or Archived, then filter the table to the intended work.
  3. Select individual row checkboxes, or the header checkbox to select the current page.
  4. Check the count in Actions (N) before opening it.
List View loads 25 items per page. The header checkbox does not select every result on later pages. Changing page, filters, company scope or the Archived switch clears selection. Recheck selected rows after sorting. A successful bulk update also clears selection.

MSP bulk menu for two selected items. Each action uses the current selected rows.

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Choose a shared value

Date and number dialogs offer Cancel, which closes them without applying a change. There is no separate Save button after a bulk action. Wait for the result and check the affected rows before starting another action. A dialog can close before the update finishes. Hours and costs are values for each selected item, not a total to split among them. Setting 4.5 hours on two items gives each item 4.5 hours.

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Understand Set Cost before applying it

Set Cost replaces each selected item’s existing cost breakdown with one cost row. It does not add a new line or proportionally adjust existing lines. The new row uses the item’s current aggregate recurrence; the bulk dialog does not choose recurrence. Review detailed one-time, monthly and annual lines in the item editor first. If you need to preserve separate descriptions, quantities or recurrence lines, edit the item’s Costs section instead. Clear Value has the same replacement effect with a zero amount. A numeric amount applies separately in each item’s currency. The dialog can omit a single currency symbol for mixed-currency selections; it does not convert the number between currencies. Prefer a consistent company/currency selection and verify each result.

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Delete selected items

  1. Select the exact rows on the current page.
  2. Choose Actions (N) > Delete Selected.
  3. Check the count in Delete Selected Items.
  4. Choose Cancel to keep them or Delete N Items to confirm.
  5. Check the result and the list after deletion.
Delete Selected is unavailable if the selection includes a Standards-linked item. Deletion cannot be reversed through Archived > Restore. For reversible lifecycle management, use the individual Archive and Restore actions.

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Troubleshooting

Bulk updates change Planner data. They do not automatically apply equivalent status, date or cost changes to linked provider tickets or projects.

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FAQs

No. It selects the current loaded page, up to 25 rows. Review Actions (N) and process other pages separately.
Select rows in Planner List View, open Actions (N) > Set Status and choose a status. The choice saves immediately.
No. Menu choices apply immediately; date/number dialogs apply on their Set or Clear action. Wait for the result.
No. Each selected item receives the entered hours. For example, 4.5 hours on two items means 4.5 hours each.
It sets hours to zero on each selected item; it does not cancel the dialog.
Select the items, choose Actions > Set Due Date, then Clear Date. This applies immediately.
No. It replaces the breakdown with one cost row using the item’s current aggregate recurrence. Edit individual Costs sections when you need to preserve detail.
It replaces the cost breakdown with one zero-amount row. It is a saved change, not Cancel.
No. The same numeric amount is applied separately in each selected item’s currency. Check company currencies and results.
The same List View selection controls are available in Archived when your permissions allow them. Updating a field does not restore the item.
Successful updates and changes to page, filters, company scope or Archived clear selection. Check the current rows before selecting again.
It requires Manage Planner and is omitted when any selected item is linked to Standards.