Managing Schedules: Bulk Edit/Delete

Bulk Edit/Delete

The Bulk Edit/Delete function allows you to edit or delete multiple scheduled events at once.

1. From the calendar view, click on the Bulk Edit/Delete button

• Note: Bulk Edit/Delete is also available from the Grid view of Scheduling and discussed later in the course.

2. Enter the filter values for schedules you wish to edit/delete.

• Helpful Hint: Toggle the search type to Billable, Non-Billable, or New Client depending on the scheduled event type.

3. Click on the Search button

4. Select the checkboxes for the schedules you wish to edit/delete

• Helpful Hint: Click on the top checkbox in the list in order to select all of the schedules returned in the search.

5. Click on the Delete Selected button to delete the selected schedules
6. Click on the Edit Selected button to go to the Bulk Edit dialogue
7. Make any necessary changes to the schedules from the Bulk Edit dialogue.

• Helpful Hint: Click on the checkboxes for corresponding schedule fields if you want to include them in the bulk update.

8. Click on the Save button

Bulk Edit