Performing Mass Updates

To use the request mass update feature:

  1. Log on to PPM.

  2. On the Search menu, click Requests.

  3. Search for requests of the request type that you want to update.

  4. On the Request Search Results page, select the checkboxes for the requests to update.

  5. Click Edit, and then select Mass Update.

    The Modify Requests page opens and lists the selected requests.

  6. Do any of the following:

    • If the Available Actions section is available, you can click an action button to take action on the same workflow step for all the selected requests.
    • To enter the same description for all the requests, type it into the field below the Description column.

      To empty the Description field for all the requests, below the Description column, select the Apply Blank checkbox.

    • To assign the same resource to all the requests, use the auto-complete under the Assigned To column to specify the name of the resource to assign.

      To empty the Assigned To field for all the requests, below the Assigned To column, select the Apply Blank checkbox.

    • To assign the same priority to all the requests, from the Priority list below the Priority column, select the priority value.

      To empty the Priority field for all the requests, below the Priority column, select the Apply Blank checkbox.

    Note: You can only use mass update on the columns for which fields are provided.

  7. Click Done.

    The Request Mass Update Confirmation window opens and lists the changes you are about to make.

  8. To confirm that this is what you want to do, click Continue.

Note: You can also use mass update functionality from the Request Browser. For instructions on how to use the Request Browser to search requests, see Using the Request Browser to Search Requests.

If any of the changes you specified could not be implemented, a message to that effect is displayed in the upper-left corner of the page next to the warning icon , along with a link to view a separate window that lists of all requests that could not be saved, and a description of the reasons.

Note: As you navigate pages in the PPM Dashboard, the pages you have viewed are tracked. You can see links to these pages at the top of the PPM Dashboard. To return to a previous page such as the Search Results page, click the corresponding link at the top of the page.