User Guide › Design › Resources › Resources › Mass Management

Mass Management

You can set changes to several resources or resource groups by multi-selecting the resources or resource groups and applying the change to all of them (including the ability to delete several resources at once). The following actions can be performed on multiple resources or resource groups:

• Edit
• Delete
• Delete uncommitted changes
• Commit
• Restore
• Change date
• Show differences

These actions appear as buttons on the bottom of the Resources page. Use this process to edit several resources or resource groups:

1. In the Resources page, select the resources or resource groups and click Edit. The Mass Update Date page is displayed.
2. Set the Change Set and Effective Date for the resources or resource groups.
3. Click OK. The Edit Selected Resources page is displayed.
4. In Attribute, select one of the following and set the Action appropriately:
   • Effective: Set the effective value to Yes or No.
   • Resource Type: Attach or detach resource types (for resources only).
   • Resource Group: Attach or detach resource groups.
   • Resource: attach or detach member resources (for resource groups only).
   • Contract Party: Attach or detach contract parties.
   • Service: Attach or detach services.
   • Custom Attribute: Change one custom attribute value.
5. Click Apply to save changes and stay in the current page.
6. Click Save to save changes and return to the previous page.
7. Click Cancel to discard changes and return to the previous page.

Note: A detailed warning message is displayed when the changes cannot be performed on all the selected resources. The warning displays the list of problematic resources and gives the reason for not making the change. The warning also displays a list of resources for which the changes are possible. The user can decide whether to make the changes on these resources only or to cancel the action.

Use this process to delete several resources or resource groups:

1. In the Resources page, select the resources or resource groups and click Delete. A confirmation dialog box is displayed.
2. Click Yes.

To delete uncommitted changes for several resources or resource groups:

1. In the Resources page, select the resources or resource groups and click Delete uncommitted changes.

   A confirmation dialog box opens.

2. Click Yes.

Note: No error or warning message is sent if all the resources do not contain uncommitted changes.

To commit several resources or resource groups

1. In the Resources page, select the resources or resource groups and click Commit.

   A confirmation dialog box opens.

2. Click Yes.

Note: An error message is sent if none of the selected resources contain uncommitted changes. A warning message is sent when only some of the resources contain uncommitted changes.

To restore several resources or resource groups

1. In the Resources page, select the resources or resource groups and click Restore.

   A confirmation dialog box opens.

2. Click Yes.

   The Restore page opens.

3. Select the date to restore to and click Restore.

Note: A warning message is sent if the date is does not fit all the selected resources (not before the first date and not after the last date in each resource).

To change the date for several resources or resource groups

1. In the Resources page, select the resources or resource groups and click Change date.

   A confirmation dialog box opens.

2. Click Yes. The Change Resource Date page is displayed.
3. In From Date, select a date and time from the drop-down list that you want to change.
4. In Date, click and select a new date.
5. Click Change date.

Note: A warning message is sent if the date is does not fit all the selected resources.

To compare several resources or resource groups

1. In the Resources page, select the resources or resource groups and click Show differences.

   The Resources Date Differences page opens.

2. Select the compare dates from the drop-down list.
3. Select the Show uncommitted changes check box to show uncommitted changes in the comparison results.
4. Click Go.

   The results display below the compare dates area. The added values are marked in Blue and the removed values are marked in Red.

5. Click Done to return to the Resources page.