Direct Answer: How to Bulk Edit Resources in OnePlan
To bulk edit resources in OnePlan, go to the Resources tab of the Resource Center, check the checkbox next to each resource you want to update, and click the Bulk Edit icon in the toolbar. On the Edit Resources form, select the Field and Value to apply, optionally click Add Field to update more than one field at once, then click Update.
What This Article Covers: Resource Center
This article explains how to use the Bulk Edit feature in the Resource Center to update a field across multiple resources at the same time, instead of editing each resource individually.
What you will accomplish: By the end of this article, you will be able to select multiple resources and update one or more fields for all of them at once using the Edit Resources form.
Before You Begin: Resource Center
- Confirm you have permission to manage resources in the Resource Center.
- Confirm the resources you want to update already exist. See How to Add Named Resources in OnePlan or How to Add and Categorize Generic Resources in OnePlan if they have not yet been added.
The Bulk Edit icon is only available in the Resources tab of the Resource Center. You cannot bulk update Teams.
Why This Matters: Resource Center
Faster maintenance for shared field updates
Bulk Edit lets administrators update a shared field — such as a Business Unit, Calendar, or Cost Categorization value — across many resources in one action, instead of opening and saving each resource individually.
Multiple fields in a single update
The Add Field option on the Edit Resources form lets you apply changes to more than one field in the same bulk update, reducing the number of passes needed to bring a group of resources in line with a new configuration.
Step-by-Step: Bulk Editing Resources in OnePlan
Task: Bulk Edit Multiple Resources
In the Resources tab of the Resource Center, check the checkbox next to the resource(s) you want to update.
Click the Bulk Edit icon in the toolbar. The Edit Resources form will open.
-
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 field to.
- Add Field — If you would like to update more than one field for the selected resources, click Add Field. This adds another set of Field and Value fields to the Edit Resources form.
Click Update to apply the changes to the selected resources.
Frequently Asked Questions: Resource Center
Q: Can I bulk edit Resource Teams?
A: In OnePlan, no. The Bulk Edit icon is only available in the Resources tab of the Resource Center; Resource Teams cannot be bulk updated.
Q: Can I update more than one field at a time with Bulk Edit?
A: In OnePlan, yes. Click Add Field on the Edit Resources form to add additional Field and Value rows, and update several fields for the selected resources in a single action.
What to Do Next: Resource Center
Add resources before editing them in bulk:
Manage related resource settings:
- How to Apply Cost Categorization to Resources in OnePlan
- How to Allocate Resources to Teams in OnePlan
Review the full process:
Comments
0 comments
Article is closed for comments.