On the Bulk Change page, you can make the following changes:

• On the Basic Configuration card, select:

  • Set to enter new data in the selected field.

  • Add to assign new categories without removing the existing ones.

  • Clear to remove existing data from the field.

  • Don’t change to keep the previous data.
    
    

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• On the Project Responsible Persons card, select:

  • Set to assign a new user.

  • Clear to unassign a user.

  • Don’t change to keep the previously selected users.

• On the Custom Fields card, select:

  • Set to provide a new custom field value.

  • Clear to delete the current custom field value.

  • Don’t change to keep the previously selected users.
    
    

On the Bulk Change - Select Tasks page:

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1. Using a radio button, select what you want to change: Tasks or Jobs.

2. Select the tasks or jobs you want to make changes to.

3. Select the Operation type:

   • Edit for changing settings and data

   • Transition for changing multiple statuses

   • Delete for deleting multiple jobs or tasks.

4. Click the Next button.

5. For editing:

   1. On the Bulk Change - Operation Details page, check the boxes for the settings you want to change, then enter the new data.
      
      

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   2. Click the Next button. You will be directed to the Bulk Change - Confirmation page.

   3. Check that the listed changes are correct, then click the Confirm button.

6. For transition:

   1. On the Bulk Change - Transition page, select which transition you want to perform.
      
      

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   2. Check the list of tasks or jobs to which the transition will be applied.

   3. Click the Confirm button.

7. For deleting:

   1. On the Bulk Change - Confirmation page, check the list of tasks or jobs to be deleted.

   2. Click the Confirm button.

The settings on the Client - Bulk Change page are divided into six tabs:

1. Main data.

2. Language Combination.

3. Edit Rates.

4. TM Rates.

5. Templates.

6. Portal Settings.

In each tab, use the radio button to switch between the options:

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• select Set to change the setting

• select Add to add a new setting without overwriting the previous ones

• select Remove to delete the selected settings.

After you make the necessary changes, click the Next button. You will be directed to the Client - Bulk Change Confirmation page, where you can review the changes and save them by clicking the Confirm button.

Editing rates through the Bulk Change page is especially useful when you want to raise or lower all the rates for your client(s). In the Edit Rates tab, select the Overwrite existing rates radio button and provide the desired percentage in the change by percentage field. All the rates will be rewritten accordingly.

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On the Client Contact Person - Bulk Change page, you can select the profile settings you want to change for all selected contact persons. Those settings are divided into three tabs:

1. Main Data.

2. Account Data.

3. Preferences.

Use the radio buttons to switch between the options:

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• select Set to change the setting

• select Add to add a new setting to those already set in the contact person profile

• select Remove to delete the selected settings.

After you make the necessary changes, click the Next button. You will be directed to the Client Contact Person - Bulk Change Confirmation page, where you can review the changes and save them by clicking the Confirm button.

On the E-mail/Text Message Template - Bulk Change page, you can do the following:

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1. In the Templates to be changed section, check if the correct templates are selected.

2. In the Properties to be changed section, decide whether you want to:

   • Change the theme

   • Activate or deactivate languages

   • Restore content.

3. Select the desired values from the drop-down lists.

4. Click the Confirm button.

On the Rates - Bulk Change page, you can do the following:

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1. In the Rates section:

   1. Select the Set radio button and decide on the type of changes with the radio buttons:

      • change by percentage

      • change by value

      • set to value

   2. Provide the desired number in the related field.

2. In the Minimum Charge section, you can check the lowest acceptable charge for the selected rates:

   1. Select the Set radio button.

   2. Provide the new value.

3. Click the Next button.

4. To save the changes, click the Confirm button.

On the Bulk Change page, you can do the following:

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1. Decide which settings you want to change in all selected profiles. For a detailed description of settings, see the Add a new user account guide.

2. Select the Set option and provide the desired value.

3. Click the Next button. You will be directed to the Bulk Change Confirmation page.

4. Check if the changes are provided correctly.

5. Click the Confirm button.

The settings on the Vendor - Bulk Change page are divided into five tabs:

1. Main data.

2. Competencies.

3. Edit Rates.

4. TM Rates.

5. Templates.

Use the radio button to switch between the options:

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• select Set to change the setting

• select Add to add a new setting without overwriting the previous ones

• select Remove to delete the selected settings.

After you make the necessary changes, click the Next button. You will be directed to the Vendor - Bulk Change Confirmation page, where you can review and save the changes by clicking the Confirm button.

Editing rates through the Bulk Change page is especially useful when you want to raise or lower all the rates for your vendor(s). In the Edit Rates tab, select the Overwrite existing rates radio button and provide the desired percentage in the change by percentage field. All the rates will be rewritten accordingly.

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On the Vendor Contact Person - Bulk Change page, you can select the profile settings you want to change for all selected contact persons. Those settings are divided into two tabs:

1. Main Data

2. Preferences

Use the radio button to switch between the options:

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• select Set to change the setting

• select Add to add a new setting to those already set in the contact person profile

• select Remove to delete the selected settings.

After you make the necessary changes, click the Next button. You will be directed to the Vendor Contact Person - Bulk Change Confirmation page, where you can review the changes and save them by clicking the Confirm button.

In the Vendor Language Combination - Multiple update pop-up, you can do the following:

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1. In the Language Combinations section, select which language pairs you want to apply the changes to.

2. In the Update Mode section, decide with the radio button whether you want to add data to the existing settings (Append button) or Overwrite the previous settings.

3. Select the Job Types for the selected language combinations.

4. Uncheck the Any Specialization box and select the specializations for the selected language combinations.

On the Workflow Definition - Bulk Change page, you can do the following:

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1. Decide which settings you want to change. For a detailed description of settings, see the Configure the task workflow guide.

2. Use the radio button to switch between the options:

   • select Yes to enable an option.

   • select No to disable an option.

   • select Set to change the setting.

   • select Add to add a new setting without overwriting the previous ones.

   • select Use vendor settings to use the assigned vendor settings.

   • select Let me customize it to enter custom settings.

   • select Remove to delete the selected settings.

3. Click the Next button. You will be directed to the Workflow Definition - Bulk Change Confirmation page.

4. Review the changes and click the Confirm button.