Updating User Information in Schedule Sheet Properties Using Bulk Processing
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.
Change user group assignments or add new users in bulk
To add or remove user group assignments in bulk
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, click Company Sponsored Projects (for a project) or Company Sponsored Shells (for a shell).
- If you select Company Sponsored Shells, select a shell type in the left navigator.
- In the log on the right pane, select project(s) or shell(s) you want to update.
- 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.
- Click Open to open the CSV file, or Save to save the file to your desktop.
- 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 (;).
- Save the CSV file when you are finished modifying the user group assignments or adding new users.
- Navigate back to the log and choose File > Import > Import Schedule Sheet Properties.
- Upload the modified CSV file and click OK.
You will receive an email notification when the update is finished.
Last Published Monday, August 28, 2023