Resource Bulk Actions

The Bulk Actions button provides ability to apply updates to multiple Resources simultaneously. It can also be used to follow / unfollow multiple Resources at once or create a quick Resource filter.

This page covers the following Bulk Actions:

Update Resources

Through Resource Bulk Actions, you can apply updates to multiple Resources at once.

To update Resources:

Before You Start: Eclipse PPM users require the "Resource Administration" permission from an Application Policy to update Resources in Eclipse PPM.

  1. Select the Search icon from the Icon bar.

  2. Select Resources:


  1. Select the Bulk Actions button:

  1. Select the checkboxes of the Resources you would like to update.
  2. Open the More Actions drop-down menu.

  3. Select Update resource...:

  1. Select what you would like to update using the "Update Field" drop-down menu:


  2. Select a new value for your selected field using the "New Value" drop-down menu:

  3. Select the Save button.

After selecting Save, the changes will be made to your selected Resources. A "Success" message should appear to confirm your bulk changes:

 

Follow / Unfollow Resources

Through Resource Bulk Actions, you can follow or unfollow multiple Resources at once.

Note: Followed Resources will appear under the "Following" tab on the "Recent / Following" panel on your Home page.

To follow / unfollow Resources:

  1. Select the Search icon from the Icon bar.

  2. Select Resources:

  1. Select the Bulk Actions button:

  1. Select the checkboxes of the Resources you would like to either follow or unfollow.

  2. Open the More Actions drop-down menu.

  3. Select Follow or Unfollow:

After selecting Follow or Unfollow, you will either be following or have unfollowed the selected Resources.  A confirmation message will appear in the top-left hand corner of your screen.

 

Create a Filter

Creating a Resource Filter with Bulk Actions will essentially create a custom group of Resources. Instead of filtering out Resources based on their information, these filters will simply include the Resources you select. This allows you to easily add a custom group of Resources to a Project or a Resource Plan.

To create a Resource Filter:

  1. Select the Search icon from the Icon bar.

  2. Select Resources:

  1. Select the Bulk Actions button:

  2. Select the checkboxes of the Resources you would like to include in your filter.

  3. Select the Create Filter button:

  4. Enter a unique name for your new filter.

  5. (Optional) Select the "Share this filter" checkbox if you would like to allow others to use your new filter.

  6. (Optional) Select the "Select this Filter immediately" checkbox if you would like your new filter to apply to the Search page as soon as you save it.

  7. Select the Ok button to save your new filter.

After selecting Ok, your new Resouce filter / group will be saved. You can select it directly on the Search page using the filter drop-down menu:

Additionally, you can easily add this new Resource group to Projects:

For more information on this, see Manage Project Resources.