Overview

In the Activity center, you have the capability to perform bulk edits or batch operations, allowing you to apply the same action to multiple projects or activities simultaneously. Additionally, you can also use this method to make edits to individual projects or activities one at a time.

You can locate the batch operation button positioned to the left of the column header:

Project batch operations

Batch operations for projects include:

• Duplicate
• Archive
• Delete
• Change (statuses and priorities)

To access batch operations for projects:

1. In the Activity center, click the batch operations button .
2. Using the checkboxes, select one or more projects to be edited.
3. Select an action on the batch operations panel.

4. Select the required options for the projects you want to apply.
5. Click Apply.
6. Repeat for other projects as may be required.

Activity batch operations

Batch operations for activities include:

• Assign
• Unassign
• Reassign
• Duplicate
• Change dates
• Delete
• Change (statuses, priorities, and categories)

To access batch operations for activities:

1. In the Activity center, click the batch operations button .
2. Using the checkboxes, select one or more activities to be edited.
3. Select an action on the batch operations panel.

4. Select the required options for the activities you want to apply.
5. Click Apply.
6. Repeat for other activities as may be required.

Recalculation of allocated hours when assigning/unassigning users

By default, Birdview PSA  recalculates personal estimated hours and hours left of the assignees as new assignments are made. If you do not want this to happen, such as when you need to have the current work loading unchanged, clear the "Recalculate hours shared among assignees" checkbox. As a result, no change will be made to the current allocation of working hours.