Mass update on backlog items

Available in version: 25.2 and later

You can update multiple portfolio backlog items of the same type simultaneously, instead of modifying each one individually.

Overview

Mass update enables you to efficiently update multiple items at once, saving time and reducing manual effort. For example, you can:

Update the version number for 20 backlog items to a new version.
Mark 10 features as "In Progress" or "Completed" simultaneously.

Perform mass update

This section describes how to perform mass update on multiple portfolio backlog items.

Prerequisite:

To perform mass update, you need to turn on the Batch Update for Portfolio Backlog Items feature toggle.

To perform mass update on multiple portfolio backlog items:

Open the portfolio whose backlog items you want to update.
Go to the Backlog tab and select the Plain List or Hierarchy view.
- In Plain List view, you can select items from the current portfolio and all levels of its sub-portfolios.
- In Hierarchy view, you can select only items directly belonging to the current portfolio.
Select the backlog items to update. The Batch Update button becomes enabled.
- The Batch Update button is enabled only when all selected backlog items are of the same request type.
- Mass update is not supported for programs or projects.
Click Batch Update.
The Modify Requests dialog box opens, listing the selected items and their fields.

The displayed fields are those that meet the following criteria:
- They are standard fields from the request type of the selected items.
- They are selected for display in the portfolio backlog. For details, see Configure displayed columns.
If a field is editable, it becomes enabled under the list of the selected items. Make necessary changes in the editable fields.
- Editable fields: standard request fields such as text fields, date fields, check boxes, and lists.
- Non-editable fields: complex fields such as attachments, table components, as well as these preconfigured fields: Type, Strategic Theme, Aligned Strategic Theme, Portfolio, Program, Status, Dependency, Schedule Health, Cost Health, Risk Health, Overall Health, Actual Cost, Forecast Cost, Total Cost, Actual Benefit, Forecast Benefit, Total Benefit, Total Budget, POR Cost, and POR Benefit.
If all selected backlog items are active at the same workflow step, action buttons are enabled in the Available Actions area, you can select one of the available butttons to take action on that step for all items.
To add notes for all selected items, enter notes in the Notes to be added on save area.
Click Save. The Request Mass Update Confirmation dialog opens, listing the changes to be applied.
Click Continue to confirm.

If any changes cannot be implemented, a message displays with a link to the relevant items along with a description of the reasons.