Bulk Edit Workforce Assignments
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
- Required User Permissions:
- 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
OR
'Read Only' level permissions or higher on the Workforce Planning tool with the 'Create/Edit/Delete Assignments' granular permission within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
- 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
- Additional Information
- You can manage user visibility of assignments with assignment request statuses. See Configure Assignment Request Statuses for Workforce Planning.
- Assignment alerts are not sent to assignees when bulk editing workforce assignments.
Prerequisites
Steps
You can bulk edit assignments from two places:
Bulk Edit Assignments from the Assignments List
- Navigate to the Company level Workforce Planning tool.
- Click Assignments and select Assignments List.
- Mark the checkboxes for the assignments that you want to edit.
- Click Batch Actions.
- Select the assignment information you want to edit:
- End Date. Enter the date the work assignments end.
- End Time. Enter the time the assignments end.
- Percent Allocation. Enter the percent allocation for the assignments. See What is a Workforce Allocation Type?
- Person. Select the person you want to assign to all the selected assignments.
- Project. Select the project that the assignments are for.
- Start Day. Enter the date the assignments start.
- Start Time. Enter the time the assignments start.
- Status. Select the assignment status. See Configure Assignment and Request Statuses for Workforce Planning.
- [Custom Fields]. Enter information for any assignment custom fields. See Configure Custom Fields for Workforce Planning.
- 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
- Navigate to the Company level Workforce Planning tool.
- Click Assignments and select Boards.
- Click Batch.
- Click Configure.
- 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.
- Date. Enter the specific end date for the assignment.
- 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, Program or Don't Send. See What is an assignment alert in Workforce Planning?
- Click Set.
- Click the Assignments you want to update with the new information.
- Click Apply Changes.