Assign company contacts or equipment to multiple tasks
Before you begin
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Save any changes that were made manually to the schedule.
- Go to Projects and select the appropriate project in the Quick Select section.
- On the Project Home page, select Schedules in the Scheduling section.
- In the Schedules (Gantt Chart) section, select the appropriate schedule's record number or name.
- Select one or more tasks from the list as needed.
- Select Choose Bulk Actions on the toolbar.
- To assign a company contact, do the following:
- Select Assign Company and select the appropriate company from the dropdown.
- Select the contact from the dropdown.
- To assign equipment, select Assign Equipment and select the item from the dropdown.
- Select Apply.