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# Bulk performing checklists

## Overview: bulk perform checklists

Bulk perform lets you apply PASS, FAIL, or N/A across many checklists that share the same template, which is used when testing large sets of equipment such as hundreds of VAV boxes from a BMS station.

For structural bulk edits such as move, copy, or delete, see Bulk edit checklists.

* Your role must be **Manager** or **Admin**.
* You can find the menu at project checklists - **Menu** - **Bulk edit many items**.
* This changes checklist execution results and reporting for every selected checklist.

|| Only users with the project role **Manager** or **Admin** can perform bulk actions on checklists.

## How to bulk perform checklists

1. Open your project and go to **Menu**.
2. Select **Bulk edit many items**.
3. Select one checklist. CxPlanner finds other checklists with the same template.
4. Click **PASS**, **FAIL**, or **N/A** to apply that result across all selected checklists.
5. Click a yellow line item row to edit that checklist item across the group when results must differ.
6. Use the yellow bar at the bottom to review PASS and FAIL counts.

![Screenshot: Bulk performing checklists - start bulk mode](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_9htex2.png)

![Screenshot: Bulk performing checklists - PASS FAIL N/A actions](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_lfrk4n.png)

## Results: bulk perform checklists

* Single PASS, FAIL, or N/A actions update all selected checklists
* Line item edits can still vary per checklist inside bulk mode
* The bottom summary bar shows live totals across the selection

| Project role | Bulk perform allowed |
|---|---|
| Admin | Yes |
| Manager | Yes |
| Consultant | No |
| Designer | No |
| Contractor | No |
| Viewer | No |

## Troubleshooting: bulk perform checklists

| Problem | Cause | Solution |
|---|---|---|
| Cannot start bulk perform | Selected checklists do not share the same template | Select checklists that use one template, or change templates so they match |
| Bulk toolbar not visible | Project role is below Manager | Ask a project **Admin** to raise your role to **Manager**, or ask a Manager to run the bulk perform |
| Some line items show mixed results | Different PASS, FAIL, or N/A values were set per checklist | Open the yellow line item row in bulk mode and set each checklist result deliberately |