## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/kw/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Other Actions for Projects

Let us have a look at the different actions available for projects.

## Edit Project

If you would like to make any changes to the existing project, you can edit it. Here’s how:

*   Go to **Time Tracking** > **Projects**.
*   Select the project you want to edit.
*   Click the **Edit** icon in top of the page.
*   Make the changes.
*   Click **Save**.

![Edit Projects](/books/help/images/projects/edit.png)

* * *

## Clone Project

If you wish to duplicate a project with the same details, you can clone it. Here’s how:

*   Go to **Time Tracking** > **Projects**.
*   Select the project you want to clone.
*   Click **More** > **Clone**.
*   Review the new project.
*   Click **Save**.

![Clone Projects](/books/help/images/projects/clone.png)

* * *

## Add User

If you wish to add new users to a project, you can do it. Here’s how:

*   Go to **Time Tracking** > **Projects**.
*   Select the project to which you want to add an user.
*   Click **More** > **Add User**.

![Add Users Projects](/books/help/images/projects/add-user.png)

*   Add the user in the following pop up.
*   Click **Add User**.

* * *

## Mark as Inactive

If you no longer want a project in Zoho Books or you would like to disable it temporarily, you can mark it as inactive. This is a better alternative to deleting it permanently. To mark a project as inactive:

*   Go to **Time Tracking** > **Projects**.
*   Select the project you want to mark as inactive.
*   Click **More** > **Mark as Inactive**.  
*   To make the item active again, click **More** > **Mark as Active** from the same page.

![Mark As Inactive Projects](/books/help/images/projects/inactive.png)

* * *

## Delete Project

If you no longer require a project, you can delete a project permanently. Here’s how:

*   Go to **Time Tracking** > **Projects**.
*   Select the project you want to delete.
*   Click **More** > **Delete**.
*   Click **Proceed** to confirm.

![Delete Projects](/books/help/images/projects/delete.png)

* * *

## Bulk Update

You can update fields for multiple projects with similar values using the Bulk Update feature. To update fields in bulk:

*   Go to **Time Tracking** > **Projects**.
*   Select the payments that you want to update.
*   Click the **Bulk Update** button in the top of the page.

![Bulk update Projects](/books/help/images/projects/update.png)

*   Select the field you want to update and its corresponding value.
*   Click **Update**.

![bulk update Projects](/books/help/images/projects/bulk-update.png)

* * *

## Bulk Actions

You can perform bulk actions on multiple projects. Some of the actions include:

*   Mark as Active
*   Mark as Inactive
*   Create Invoice
*   Delete

To perform bulk actions:

*   Go to **Time Tracking** > **Projects**.
*   Select the projects on which you want to perform the bulk action.
*   Click the desired action on top of the page.

* * *

## Export Projects

If you would like to share your project details or save the data on your computer, you can export all the projects from Zoho Books in the CSV or XLS format. Here’s how:

*   Go to **Time Tracking** > **Projects**.
*   Click the **Gear** icon in the top right corner of the page.
*   Select **Export Projects**.
*   Enter the necessary fields.

Fields

Description

**Select Module**

By default, the **Projects** module will be selected.

**Fields in Export File**

If you want to export only certain fields, you can select a template under **Fields in Export File**. If you don’t have an export template, you can create a new one by clicking **\+ Add New**.

**Export As**

Select the format of your export.

**Personally Identifiable Information (PII)**

If you have any PII that you are exporting, mark the box **Include Sensitive Personally Identifiable Information (PII) while exporting**.

**Password**

Enter a password to secure your export.

![Export Projects](/books/help/images/projects/export.png)

*   Click **Export**.

**Next >**  
[Projects Preferences](/kw/books/help/projects/preference.html)

**Related**

*   [Overview - Projects](/)
*   [Basic Functions in Projects](/kw/books/help/projects/basic-functions.html)
*   [Functions in Projects](/kw/books/help/projects/functions.html)
*   [Manage Projects](/kw/books/help/projects/manage-projects.html)