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.
Log in to Fullcast.
Click on Manage Coverage from the appropriate tile for which you want to update assignments:
To update territory assignments, go to Territories > Mange Coverage.
To update team assignments, go to Teams > Manage Team Coverage.
To update product assignments, go to Products > Manage Product Coverage.
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From the left menu, select the node from where you would want to clone assignments:
If in Territories, select a territory node.
If in Product, select a product node.
If in Teams, select a team node.
Click Actions > Mass Update.
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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.
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Criteria
Use
AndandOroperators with selected conditions to add additional criteria by which to sort what assignments to include when you update assignments..png)
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.
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Click Next.
In the confirmation window, type
CONFIRMthen click Confirm..png)
Note
It may takes a few minutes to complete the update. The more assignments selected, the longer the update may take.
If there is an error updating assignments, an error icon temporarily displays.
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Go to Settings > Audit > Logs and locate the log with the event name assignments.massUpdate and your username to view details regarding the error.
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