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Bulk Edit Workforce Assignments

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Objective

To bulk edit workforce assignments in Workforce Planning.

Background

Workforce assignments allow you to manage your workforce by assigning resources to projects. You can edit these assignments at any time. To make the same edits to multiple assignments, you can use the bulk edit function.

Things to Consider

Steps

You can bulk edit assignments from the following places:

Bulk Edit Assignments from the Assignments List

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Assignments List.
  3. Mark the checkboxes for the assignments that you want to edit.
  4. Click Batch Actions.
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  5. Select the assignment information you want to edit:
  6. Click Save. 
    Note: To send an assignment alert for these changes, keep the checkboxes marked, then follow these steps.

Bulk Edit Assignments from the Assignments Boards

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Boards.
  3. Click Batch.
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  4. Click Configure.
  5. Update the information for any of the following fields:
    • Project. Enter the project that the assignment is for.
    • Status. Select the assignment status. See Configure Assignment and Request Statuses for Workforce Planning.
    • Start Date. Enter the date the work assignment starts.
    • End Day*. Enter the date the work assignment ends.
      • Date. Enter the specific end date for the assignment.
        OR
      • Weeks. Enter how many weeks the assignment is for.
        OR
      • TBD. If the assignment doesn't yet have an end date.
    • Allocation Type. Select whether the Allocation Type is in Hours of Percent. See What is a Workforce Allocation Type?
      • Work Hours Start. If you selected 'Hours', enter the time of day the assignment begins.
      • Work Hours Start. If you selected 'Hours', enter the time of day the assignment ends.
      • Percent. If you selected 'Percent', enter the percent allocated to the assignment.
    • Working Days. Move the toggle to the ON position to edit the working days. Then mark the checkboxes for the working days for the selected assignments.
    • Assignment Alerts. Choose Send Instantly, Save as Draft, Schedule or Don't Send. See What is an assignment alert in Workforce Planning?
  6. Click Set.
  7. Click the Assignments you want to update with the new information.
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  8. Click Apply Changes.
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New Assignments Gantt 

 In Beta
This feature is in beta and available for customers using the Workforce Planning tool.
 Important
Assignment alerts are not currently sent when changing assignments this way.
  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select New Gantt.
  3. On your keyboard, press and hold CTRL. Click the assignment bars you want to edit.
    Note: Assignments will move in the same direction by the same duration.
  4. Follow steps to edit the assignment dates in one of the following ways:
    • Shorten or extend Assignments
      1. Hover over the last day of the assignment bar on the Gantt chart until you see the arrows.
      2. Click the arrows and move the assignment end date using a drag-and-drop operation.
    • Move Assignments
      1. Click and hold the assignment bar for one of the assignments. Move the assignments to the new date using a drag-and-drop operation.