Bulk Edit Resources in the Resource Center

  • Updated

This article explains how to use the Bulk Edit feature in the OnePlan Resource Center.

Note

The Bulk Edit icon is only available in the Resources tab of the Resource Center. You cannot bulk update Resource Teams.

  1. Check the checkbox next to the resource(s) you want to update. Then click the Bulk Edit icon in the toolbar. The Edit Resources form will open.

    Select_resources_then_click_bulk_edit.png
  2. Complete the Edit Resources form.

    • Field: Select the Resource field you would like to update.

    • Value: Set the value you would like to update the selected Resource field to.

    • Add Field: If you would like to update more than one field for the selected resources, click Add Field. This will add another set of Field and Value fields to the Edit Resources form.

    Edit_resources_form.png
  3. Click Update to update the selected tasks.

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