How To Bulk Update, Bulk Delete and Merge Portfolio Items

In Dragonboat, you may update or delete multiple portfolio items at once. You may also merge multiple items with the same portfolio level into 1 item. 

In this guide, we'll cover:

• How to Bulk Update and Bulk Delete
• How to Merge portfolio items

How to Bulk Update and Bulk Delete

Bulk updates on portfolio items can be performed by both Admin and Editors, while only Admin users have the permission to bulk delete portfolio items.

To perform a Bulk update, go to the Portfolio List page: 

1. from the left hand navigation panel, select portfolio, choose "List View" on the the top right
2. choose the three dot menu and select "Bulk Update" from the drop-down.
3. Select relevant portfolio items, select delete or update, or merge them

Note: Only select fields can be bulk updated.

You can use filter to search for the list of ideas to update:

To update many ideas at once, select the fields to be updated and enter the value of the field. You will be prompted to review a selected few and confirm before the update.

It you want to remove the content in a selected field, use bulk update, select the field, and select empty value:

How to Merge Portfolio Items

Admins or Editors may merge multiple portfolio items into one:

1. Users can merge Ideas, Initiatives, or Bets on the Portfolio List screen using the Bulk Update function.
2. The Merge function is limited to the same item level and is not available when displaying mixed layers. If you’re viewing items in a hierarchy (e.g., Initiatives or Bets with sub-items or items without a parent), the Merge option will not be shown.
3. Users will select which item to merge into another and which item will be kept
4. All sub-items of the selected items will be moved under the chosen item. For example, if merging at the Initiative level, all Ideas linked to the merged Initiatives will be transferred to the retained Initiative. Similarly, if merging Bets, all associated Initiatives and Ideas will be carried over under the retained Bet.

The estimates and assignment will not merge from other items. The selected item will keep its own assignments/ estimates, if any. 

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