Bulk Edit Resource Requests

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.

• Required User Permissions

• You can use statuses to manage user visibility of requests. See Configure Assignment and Request Statuses for Resource Planning.

You can bulk edit requests from the following places:

• Assignments Gantt (Beta)

• Requests List

You can bulk edit requests from the following places:

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. Follow steps to edit the request dates in one of the following ways:

   • Shorten or Extend Requests

     1. 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.

     2. Hover over the last day of the request bar on the Gantt chart until you see the arrows.

     3. Click the arrows and move the request end date using a drag-and-drop operation.

   • Move Request Dates

     1. 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.

     2. Click and hold the request bar for one of the requests. Move the requests to the new date using a drag-and-drop operation.

   • Move Requests to New Projects or Categories

     1. Press and hold the CTRL/CMD key on your keyboard and click each request on the list.

     2. Drag the group to the new category or project and drop it onto the category or project name.

         Tip

        Click the undo icon to undo an action. Click the redo icon redo a previously undone action.

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.
   Note: You can only bulk edit labor requests.

4. Click the edit icon.

5. Update the request.

   • Enter the 'Specification' information.

     Show/Hide Fields

     • Project. The project the resource is needed for.

     • Category. The assignment's category.

     • Subcategory. The assignment's subcategory.

   • Enter the Job Title Needed.

   • Enter the 'Schedule' information.

     Show/Hide Fields

     • Start Date. The date the work assignment starts.

     • End Date. The date the work assignment ends.

     • Time or Allocation.

       • Moving the 'Set Assignment by Start Week and Duration' toggle to the ON position allows you to enter the Start Time and End Time for the assignment.

         • Overtime. If an assignment allows for overtime, You can the 'Overtime' toggle to the ON position.

           • Overtime Rates. The overtime rate for each day of the week.
             For example, overtime on a weekday may be 1.5 for time and a half, and 2 for double time on the weekend.

           • Pay Split. How many hours a person must work to initiate overtime.

             • Overtime. After the standard wage, how many hours in a shift that are considered overtime.

             • Standard. How many hours in a shift are considered the standard wage.

             • Unpaid. How many hours in a shift are unpaid.

               Example

               12 Hour Shift, Paid Lunch - The pay split would be 8 hours standard, and 4 hours of overtime.

               12 Hour Shift, Unpaid Lunch - The pay split would be 8 hours standard, 3 hours overtime, and 1 hour unpaid.

       • Moving the 'Set Assignment by Allocation' toggle to the ON position allows you to enter the Percent of the person's time that is Allocated for the request.

     • Work Days. A checkmark indicates a work day for the request.

     • Status. The assignment's status.

   • Enter Additional Information for any request custom fields. See Configure Custom Fields for Resource Planning.

   • Enter the Scope of Work.
     Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request.

   • Enter Assignment Instructions.
     Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request.

   • Enter any Comments to add any comments.
     Note: Information entered here is not included in any assignment alerts.

6. Click Update.