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.

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 Shells, and select the applicable shell type.
  3. In the log on the right pane, select the shell(s) that you want to update.
  4. From the Actions menu, select Export > Export Schedule Sheet Properties.

    This will export the current properties for all 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 select Import > Import Schedule Sheet Properties from the Actions menu.
  9. Upload the modified CSV file and click OK.

You will receive an email notification when the update is finished.


Last Published Thursday, December 14, 2023