Mass Update Project Task Dates
Create a project with project plan tasks, task resources, or a task-level resource
forecast.
Security:
- Manage: Project Plandomain in Project Tracking functional area.
- Manage: Project Resource Forecastdomain in the Projects functional area.
- Manage: Project Task Resourcesdomain in the Projects functional area.
You can update start and end dates or hourly allocation dates simultaneously
across:
- Project tasks.
- Task resources.
- Resource forecast lines at the task-level.
Mass updating improves the reliability of dates throughout a project and the accuracy
of your resource allocations.
- Access the project.
- (Optional) To mass update the project plan tasks:
- Click theProject Plantab.
- Select 1 of these reports:
- Project Plan
- Project Planner
- ClickMass Update.
You can either move or set specific start and end dates for the project plan tasks. - (Optional) To mass update the task resources:
- Click theProject Plantab.
- Select theTask Resourcesreport.
- ClickMass Update.
You can either move or set specific start and end dates for the task resources. - (Optional) To mass update the resource forecast:You can only update resource forecasts that use project plan tasks for the forecast level view.
- Click theResourcestab.
- Select theResource Forecastreport.
- ClickMass Update.
When you have potentially impacted dates or hourly allocations, Workday displays 1 of
these tasks:
- Mass Update Task Resources: Displays when date changes on the project plan tasks impact the dates on the task resource lines.
- Mass Update Resource Forecast: Displays when date changes on the task resources impact the hourly allocations on the resource forecast line.
From the resource plan, synchronize the start and end dates between the resource plan
lines and the task resource lines.