Mass update assignments

Use the Mass Update option to update multiple active assignments for Territories, Teams, or Products in the plan with new start or end dates simultaneously.

Note

Mass update only updated active assignments, inactive assignments and unlicensed users are ignored.

1. Log in to Fullcast.

2. Click on Manage Coverage from the appropriate tile for which you want to update assignments:

   1. To update territory assignments, go to Territories > Mange Coverage.

   2. To update team assignments, go to Teams > Manage Team Coverage.

   3. To update product assignments, go to Products > Manage Product Coverage.

3. From the left menu, select the node from where you would want to clone assignments:

   1. If in Territories, select a territory node.

   2. If in Product, select a product node.

   3. If in Teams, select a team node.

4. Click Actions > Mass Update.

5. In the Mass update on Assignments window, complete the following fields to filter the assignments you want to update, as needed:

   Field	Description
   Update assignments in dropdown	Select the node option from which you want to update.
   Criteria	Use And and Or operators with selected conditions to add additional criteria by which to sort what assignments to include when you update assignments.
   Start Date and End Date	Select the start and end date criteria based on when you want the assignment to start and end. Days: Number of days from the source start or end date. Fiscal Year: Choose the fiscal year on which to  start or end the assignment. Custom date: Choose a specific date you prefer to start or end the assignment. Leave as is: Select this option if you need the start or end date to stay the same while updating the other.

6. Click Next.

7. In the confirmation window, type CONFIRM then click Confirm.

   

   Note

   It may takes a few minutes to complete the update. The more assignments selected, the longer the update may take.

8. Once loading completes, select fiscal year to which you updated the coverage.

   Note

   • When multiple assignments are mass updated, the assignment cards will display in the node where the assignments were updated with a Future tag and Menu options. For example, if team assignments were updated from All Teams and All Nodes was selected, the assignments will display the tags and options from all nodes.

   • In other nodes, the assignment will display with the Future tag, but the Menu option will not be available.

   • If there is an error updating assignments, an error icon temporarily displays.

     

     • Go to Settings > Audit > Logs and locate the log with the event name assignments.massUpdate and your username to view details regarding the error.