Change Smart job details in bulk

When you need to apply the same changes to multiple Smart jobs, you can use the ‘Bulk change’ functionality. This way, you can edit job dates (planned start date and deadline) and assign vendors to up to 100 jobs in a single action.

To edit the details of multiple Smart jobs, perform the following steps:

1. In the Projects module, select the Jobs tab.

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2. Select the required Smart jobs and click the Multiple Change button at the top right-hand corner of the screen. Alternatively, right-click the selected jobs and click the Multiple Change button in the popup menu. The Bulk change popup will be displayed.

3. Using the radio buttons, select the actions that will be applied to the following fields: Planned start date, Deadline, Vendor.

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   • Select Set to change or set the field value.

     • For the date-related fields, the date picker will be displayed. It will close automatically after you select the required date and time.
       The Planned start date field can only be edited in jobs with the following statuses: Open, Offers sent or Accepted.
       The Deadline field can only be edited in jobs with the following statuses: Open, Offers sent, Accepted or Started.

     • For the Vendor field, the Select vendor popup will be displayed. Using the filters above the vendor list, locate the required vendor and then select the checkbox beside their name, in the first column. Then click the Select vendor button to confirm your choice.
       You can only assign or reassign vendors in jobs with Open status.

   • Select Clear to remove the current field value.

   • Select Don’t change to keep the current field value.

4. Click the Next button.

5. Review the change summary.

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   If some of the changes cannot be applied, the appropriate messages will be displayed for each action.

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6. Click the Confirm changes button to apply changes.