Other Actions for Projects

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

In this page…

Edit Project

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

Edit Projects

Clone Project

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

Clone Projects

Add User

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

Add Users Projects

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:

Mark As Inactive Projects

Delete Project

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

Delete Projects

Bulk Update

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

Bulk update Projects bulk update Projects

Bulk Actions

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

To perform bulk actions:

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:

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

Next >
Projects Preferences

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