Lesson 14 - Managing Demand in Bulk: Bulk Edit and Bulk Create

Table of Contents

Demand Bulk Create and Edit Use Cases
Bulk Creating Demand
     Step 1: Access the Demand Section
     Step 2: Create Multiple Demand Entries
Bulk Editing Demand
     Step 1: Select Demand Entries for Editing
     Step 2: Choose Fields to Edit
     Step 3: Edit Skills (If applicable)
     Step 4: Confirm Changes
Deleting Demand Entries in Bulk

Demand Bulk Create and Edit Use Cases

The Bulk Create and Edit functionality in Demand allows users to add, update, and modify multiple demand records in a single action, reducing manual effort while planning your project. In this guide, you’ll learn how to efficiently create, edit, and manage demand entries in bulk.

Bulk Creating Demand

Step 1: Access the Demand Section

1. Navigate to the Project View and open the Team tab.
2. Scroll down to the Demand section.

Step 2: Create Multiple Demand Entries

1. Click the Bulk Create button.
2. Fill out the required fields, including:
   • Role: Select the project role needed (e.g., Backend Developer).
   • Quantity: Define the number of demand entries (max 100).
   • Start Date & Due Date: Set the time frame for the demand.
   • Task: Assign a relevant task (e.g., Design/Research).
3. Click Create to confirm the bulk demand creation.

Please watch the full walkthrough below: 

Bulk Editing Demand

Step 1: Select Demand Entries for Editing

1. In the Demand Table, select the checkboxes next to the demand entries you want to modify.
2. Click the Bulk Edit button to open the edit window.

Step 2: Choose Fields to Edit

1. Choose the attributes you want to modify in the Select Fields to Change window. Available fields include:
   • Seniority
   • Department
   • Certificates
   • Start & Due Dates
   • Skills
   • Cost Centers
2. Once selected, new input fields will appear to update values.

Step 3: Edit Skills (If applicable)

• When modifying Skills, you can:
  • Set: Assign a new skill.
  • Remove: Delete an existing skill.
  • Replace: Swap an existing skill with a new one.

Step 4: Confirm Changes

1. Click Edit X Demands to apply the updates.
2. Your changes will be reflected across all selected demand entries.

Please watch the full walkthrough below: 

Deleting Demand Entries in Bulk

1. Select multiple demand entries using checkboxes.
2. Click Delete Selected and confirm the action.