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Bulk Edit Resource Requests

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Objective

To bulk edit resource requests in Resource Planning.

Background

Resource requests let your team know that you need a resource for a particular project. You can create a resource request when you need a resource but aren't sure who to assign, or if you do not have permissions to create assignments yourself. You can edit resource requests at any time.

Things to Consider

Steps

You can bulk edit requests from the following places:

Bulk Edit Requests from the Assignments List 

  1. Navigate to the Company level Resource Planning tool.
  2. Click Requests and select Requests List.
  3. Mark the checkboxes for the requests you want to edit.
  4. Click Batch Actions.
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  5. Select the request information you want to edit:
    • End Date. Enter the date the work assignment ends for the selected request(s).
    • End Time. Enter the time of day the work assignment ends for the selected request(s).
    • Job Title. Select the job title needed for the assignment associated with the selected request(s). See Configure Job Titles for Resource Planning.
    • Percent Allocation. Enter the percent allocation for the requests. See What is a Resource Allocation Type?
      Note: Alternatively, you can edit the 'Start Time' or 'End Time'.
    • Project. Select the project associated with the assignment(s) for the selected request(s).
    • Start Day. Enter the date the work assignment starts for the selected request(s).
    • Start Time. Enter the time of day the work assignment starts for the selected request(s).
    • Status. Select a status to apply to the selected request(s). See Configure Assignment and Request Statuses for Resource Planning.
    • Tags. Select the tags to apply to the selected request(s). See Configure Tags for Resource Planning.
    • [Custom Fields]. Enter information for any custom fields configured for requests. See Configure Custom Fields for Resource Planning.
  6. Click Save. 

Bulk Edit Requests from the Assignments Gantt 

 In Beta
This feature is in beta and available for customers using the Resource Planning tool.
  1. Navigate to the Company level Resource Planning tool.
  2. Click Assignments and select Gantt (Beta).
  3. On your keyboard, press and hold CTRL. Click the request bars you want to edit.
    Note: Requests will move in the same direction by the same duration.
  4. Follow steps to edit the request dates in one of the following ways:
    • Shorten or extend Requests
      1. Hover over the last day of the request bar on the Gantt chart until you see the arrows.
      2. Click the arrows and move the request end date using a drag-and-drop operation.
    • Move Requests
      1. Click and hold the request bar for one of the requests. Move the requests to the new date using a drag-and-drop operation.