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Planview Customer Success Center

How to edit multiple description fields at the same time?

You can edit multiple description fields at the same time by using the scenario comparisons worksheet. For example, you can edit the Default invoice description field that is on the Billing information tab of the Edit Engagement dialog box for multiple engagements at the same time. 

In the scenario comparisons worksheet, you use the Edit Multiple Lines Field icon to edit the description of the first engagement row. You can then copy the description to multiple consecutive rows by selecting the source and target rows and then clicking Ctrl+Alt+U in Internet Explorer 10 or 11, or CTRL+U in Firefox.