Assign company contacts or equipment to multiple tasks

Before you begin

  • Save any changes that were made manually to the schedule.


Assigning company contacts or equipment to tasks

  1. Go to Projects and select the appropriate project in the Quick Select section.
  2. On the Project Home page, select Scheduling Overview or Schedules in the Scheduling section.
  3. In the Schedules (Gantt Chart) section, select the appropriate schedule.
  4. Select one or more tasks from the list as needed.
  5. Select Choose Bulk Actions on the toolbar.
  6. To assign a company contact, to the following:
    1. Select Assign Company and select the appropriate company in the dropdown.
    2. Select the contact in the dropdown.
  7. To assign equipment, select Assign Equipment and select the item in the dropdown.
  8. Select Apply.