Allocate Resources > Bulk Update Resources on Tasks

WorkBook has a handy feature that allows you to bulk update resources assigned to tasks. This is a great time saving device for Resource Managers who may need to update many tasks that have originally been assigned group scheduling resources to actual named employees.

MOVE TASKS FROM ONE USER TO ANOTHER

• In the jobs module > tasks sub-menu > go to the tasks tab

• Select a task

Open

• Click the context menu (3 line hamburger menu) > select move task from one user to another

Open

• A pop-up window shows:

  • 1. the original resources assigned to the tasks

  • 2. a list of the tasks you are potentially making updates to

  • 3. a filter (see next section on how the filter works)

• In the original resource field > use the drop down to select the resource you wish to update

• Once you have chosen your original resource, WorkBook will only show the tasks that the selected resource is assigned to, so you can see which tasks will be updated

In the example below, we’ve selected the group scheduling resource Technical Director in the original resource field.

• Now, in the target resource field > use the drop down to select the resource to replace the original resource

• Once you have chosen your target resource, WorkBook will populate the target resource column with the name of the target resource

In the example below, we’ve selected the employee Tommy Shelby in the target resource field

• Click ok

• Your task will now be updated with the new resource

• Repeat for each task you wish to update

USING THE FILTER

• The filter feature can help you target tasks to a specific data set

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