Availability
Overview
In 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 (aka the selection mode button) positioned to the left of the column header:
Project batch operations
Batch operations for projects include:
Duplicate
Move to space
Archive
Delete
Change (statuses and priorities)
To access batch operations for projects:
In the Activity center, click the batch operations button
(aka selection mode button) .
Using the checkboxes, select one or more projects to be edited.
Select an action on the batch operations panel.
Select the required options for the projects you want to apply.
Click Apply.
Repeat for other projects as may be required.
Important
While there isn't a dedicated batch assignment feature exclusively for projects, batch assignments to projects occur automatically when you assign activities in bulk from various projects. For step-by-step instructions on how to perform bulk assignments of activities, please refer to the section below.
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:
In the Activity center, click the selection mode button
Using the checkboxes, select one or more activities to be edited.
Select an action on the batch operations panel.
Select the required options for the activities you want to apply.
Click Apply.
Repeat for other activities as may be required.
Recalculation of allocated hours when assigning/unassigning users
By default, Birdview 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.
Important
Only those activities that the user’s permissions allow them to edit or delete are available for selection.
Important
Only those activities that the user’s permissions allow them to modify or unassign assignees of are available for selection.