Assign company contacts or equipment to multiple tasks

  1. Go to Projects and select the appropriate project in the Quick Select section.
  2. On the Project Home page, select Schedules in the Scheduling section.
  3. In the Schedules (Gantt Chart) section, select the appropriate schedule's record number or name.
  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, do the following:
    1. Select Assign Company and select the appropriate company from the dropdown.
    2. Select the contact from the dropdown.
  7. To assign equipment, select Assign Equipment and select the item from the dropdown.
  8. Select Apply.