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.

1. Go to the appropriate module (Territories, Teams, or Products) > Mange Coverage.

   

2. From the left menu, select the node you want to mass update assignments from.

3. Click Actions > Mass Update.

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

   Field	Description
   Update assignments in	From the 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.

5. Click Next.

6. 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.

   • 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.