Bulk Editing
Planner Bulk Editing allows users to efficiently manage multiple allocations at once, saving time when working with large projects or teams. Instead of modifying allocations one by one, you can perform bulk actions, ensuring consistency and efficiency across all resource planning.
Available Bulk Actions
The following bulk actions can be performed on selected allocations:
- Move – Shift selected allocations forward or backward by a specified number of days.
- Convert – Change the allocation type between Soft and Hard.
- Duplicate – Create a copy of the selected allocations.
- Delete – Remove the selected allocations.
How to Use Bulk Actions
1. Open the Planner
Bulk editing is available in various planning views:
- Organization-wide planning: Organization > Planning ↗
- Project-specific planning: Projects > a Project > Planning
- Tag-based planning: Tags > Client > a Client > Planning
2. Select the Date Range
Use the Date Range Picker to specify the period for which you want to modify allocations.
3. Apply Filters (Optional)
You can filter allocations by:
4. Enable Selection Mode
Click the Select button in the top-left corner to enter selection mode.
5. Choose Allocations to Edit
- Click on individual allocations to select them.
- Selected allocations will appear non-transparent.
- Unselected allocations will remain transparent.
- In the top-right corner, you have additional options:
- Select all – Selects all visible allocations.
- Unselect all – Clears all selections.
- Cancel – Exits selection mode.
6. Initiate Bulk Editing
Click the Edit button in the top-right corner. The button will display a numeric indicator showing the number of allocations that will be modified.
7. Choose a Bulk Action
Select one of the available bulk actions:
- Move – Shift allocations by a specified number of days.
- Convert – Change allocation type between Soft and Hard.
- Duplicate – Copy selected allocations.
- Delete – Remove selected allocations.
8. Configure the Action in the Pop-up Window
- For Move: In the top-right corner, specify the number of days to shift allocations using the + and - buttons, or manually enter the value.
- For Convert: In the top-right corner, select the target allocation type (Hard or Soft).
- For Duplicate or Delete: Review the list of affected allocations before proceeding.
9. Apply Changes
Click Save to confirm the action and apply changes to all selected allocations.
With Planner Bulk Editing, resource planning becomes faster, more efficient, and easier to maintain at scale.