Mass update assignments

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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.Manage Coverage option highlighted on Product, Teams, and Territories tiles.

  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.Actions menu and Mass Update option highlighted.

  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.Displays available options from the Clone from dropdown.

    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.Displays an example of filtering criteria that can be selected.

    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.

      Displays the Start Date and End Date options.

  6. Click Next.

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

    Confirmation window field completed and the Confirm button highlighted.

    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.

      assignments.massUpdate error icon and displayed message when you hover-over icon.

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

        Location of error message in Settings > Audit > Logs.