You can use bulk processing to update user information in schedule sheet properties for a large number of sheets. This user data pertains to the groups or individual users who are notified of errors and also the groups who are given activity-level permissions. You can perform this bulk processing at the shell or project level.
Note: You can update 200 records at a time using bulk processing.
To add or remove user group assignments in bulk
1 | Go to the Company Workspace tab and switch to Admin mode. |
2 | In the left Navigator, click Company Sponsored Projects (for a project) or Company Sponsored Shells (for a shell). |
3 | In the log on the right pane, select project(s) or shell(s) you want to update. |
4 | Choose File > Export > Export Schedule Sheet Properties. This will export the current properties for all of the schedule sheets for the selected shells or projects to a CSV file. |
5 | Click Open to open the CSV file, or Save to save the file to your desktop. |
6 | Modify the sheet in the CSV file as needed. |
All column values are required, except for Notify Users and Notify Groups. Group and user names are separated by semi-colon (;).
7 | Save the CSV file when you are finished modifying the user group assignments or adding new users. |
8 | Navigate back to the log and choose File > Import > Import Schedule Sheet Properties. |
9 | Upload the modified CSV file and click OK. |
You will receive an e-mail notification when the update is finished.
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