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Activity resource assignment questions

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(@ganymede)
Posts: 1
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[#5462]

I have a couple of questions regarding activity assignment. I uploaded a list of activities using "Import Data" (in CSV format). However, I still need to go through every activity one-by-one to add an assigned date and an assigned rate for every resource. I have two questions regarding this:

1) Is there a way to bulk select activities and use the same information on every activity (in terms of resource used, rate, and time assigned)?
2) Is there a way to upload this data in CSV format when I initially upload data for every activity?

Thanks


 
Posted : 01 Oct 2018 21H18
(@babynus)
Posts: 14952
Member Admin
 

1) Is there a way to bulk select activities and use the same information on every activity (in terms of resource used, rate, and time assigned)?

No, there is no, except copy activity...

2) Is there a way to upload this data in CSV format when I initially upload data for every activity?

No, not when you upload activity as it is a one-to-many relationship (an activity can have several assignments) and you cannot represent this is csv format.
But you can import assignements !
Have a look at import...


 
Posted : 01 Oct 2018 22H05
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