Batch Add Project

You enable the Batch Add Project feature on an individual employee basis.

1. Open the Edit view in the left-hand pane.
2. Click Employees in the left-hand pane.
3. The Employees window opens in the main workspace. Select the relevant employee in the drop-down list.
4. Click the EDIT button.
5. Click User Profile.
6. Select the Batch Add Project checkbox.
7. Click SUBMIT.

You have enabled the Batch Add Project feature for the relevant employee.

Let's see how you use the Batch Add Project feature to set up a project in a number of clients at the same time.

1. Open the Utilities view in the left-hand pane.
2. Click Database Utilities in the left-hand pane.
3. Click Batch Add Projects in the left-hand pane.
4. The Batch Add Projects window opens in the main workspace. Click Client Analysis Grouping.
5. Select and Add the relevant client analysis groups.
6. Select either the Client can belong to any selected analysis group or the Client must belong to all selected groups radio button.
7. Enter the project name in the Default Project Name field.
8. If you wish to use a project template, select it in the Copy from Template drop-down list.
9. In the remaining drop-down lists, specify the project's Status, Project Manager, project Type.
10. If you want to break the project down into phases, enter these in the Default Phases pane.
11. You can assign a budget percentage to each phase.
12. Apply activity and expense restriction templates if necessary.
13. To set up the project you have just defined in all the selected clients, click Submit.

The project is set up in all the selected clients.