On the Multiple 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.
    
    

     

• 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 Multiple Change - Choose Issues page:

1. With 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 Multiple Change - Operation Details page, check the boxes for the settings you want to change and provide new data.

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

   3. Check if the listed changes are correct and click the Confirm button.

6. For transition:

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

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

   2. Click the Confirm button.

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

1. Main data

2. Language Combination

3. Edit Rates

4. TM Rates

5. Templates

6. Portal Settings

Use the radio button to switch between the options:

• 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 - Multiple Change Confirmation page, where you can review the changes and save them by clicking the Confirm button.

On the Client Contact Person - Multiple 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:

• 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 - Multiple Change Confirmation page, where you can review the changes and save them by clicking the Confirm button.

On the E-mail/Text Message Template - Multiple Change page:

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

2. In the Properties to be changes 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.