Creating A Mass Update Batch

You can use the following two methods, alone or in combination, to create a mass update batch:

To generate a mass update batch based on selection criteria:

  1. Navigate to the Mass Update Batches window.

  2. Enter a Batch Name, Description, and Effective Date for the batch.

  3. In the Generate Detail Lines region of the window, enter the selection criteria to select the projects and tasks you want to update. See: Mass Update Batches Window Reference.

  4. Choose Generate Detail Lines to generate the mass update batch lines.

  5. If you want to review and/or revise the mass update batch, choose Details. See: Batch Lines Window Reference.

To generate a mass update batch by entering each project and task:

  1. Navigate to the Mass Update Batches window.

  2. Enter a Batch Name, Description, and Effective Date for the batch.

  3. To enter batch lines in the Batch Lines window, choose Details.

  4. For each batch line, enter a Project Name, Task Name (optional), New Value (new organization to be assigned), and Effective Date, and indicate whether the item should be marked for recalculation. See: Batch Lines Window Reference.

Related Topics