Bulk Task Assignments assigns or removes one task across several projects.
The Bulk Task Assignments screen is useful when assigning or removing a task from multiple projects at once. You may also use this screen to make billing changes to a task and apply the changes across all or a selection of projects. For help with assigning multiple tasks to a single project, see Project tasks.
Options and field descriptions #
Which Projects should this affect? – Specify whether the modifications should affect active or both active and archived projects.
Add task to ALL projects? – Select this option to add the task or apply billing changes for the task across all projects.
Remove task from ALL projects? – Select this option to remove the task from all projects.
Add task to the selected projects? – Select this option to add the task or apply billing changes for the task across select projects.
Remove task from the selected projects? – Select this option to remove the task from select projects.
Is Task Billable? – Indicate whether or not the task is billable to a client or department.
Billing Rate – Allows you to specify a billing rate (per hour) for all time charged to the project / task combination. See How rates are applied for more information on how rates are applied in the system.
Note: Selecting an option that adds the task to a project will cause the system to overwrite any billing data associated with that particular project/task entry (if an entry already exists). The change will not, however, effect timesheet data that has already been saved.
For example, let's assume that task '123' was already assigned to project 'ABC' with a billing rate of $75. By using the Bulk Task Assignments page we tell the system to add task '123' to all projects with a billing rate of $125. The system will first update the billable flag and billing amount on any task '123' project assignments that already exist. Next, the system will add task '123' to the projects that do not already have the task '123' assigned.
By leaving the billing rate field empty, all project/task billing rates for the task will be emptied and the next available billing rate (i.e. the project's billing rate) will be used. Likewise, if a billing rate of $125 was input in the billing details on this page, all project/task assignments for the task will be given a billing rate of $125
For more information on how rates are applied, including examples of use, please see How rates are applied.
Adding a Task to Multiple Projects #
- Browse to Admin, select Projects, and then select Tasks.
- Select an existing task from the list.
- Select the Bulk Assign button.
- Select an option from the list of add/remove task options.
- Provide any additional data in the remaining optional fields.
- Select Save.