Education
Bulk Actions in the Cost Estimate
To streamline the cost estimate operations, the system uses Group Actions feature to edit, delete or update several items at once. Learn more on updating items in this module.
To use it, check one or more items in the cost estimate, and the Group Actions button will be enabled. You can check both associated items and entire parent items.
Deleting Items
After selecting the items and the corresponding Delete Items menu option, you will see a deletion confirmation window. This will result in deletion of selected items. Please note that the system will not allow you to delete items with ongoing payments and/or accruals.
Editing Items
To edit the selected items, click Edit Items and the system will open a window with change options. You can change one or more fields at once.
The first field Sheet allows you to attach the selected items to the payroll or actor's records. If you check the Clear box, the Sheet field for the selected items will be cleared.
Next, you can similarly add or delete notes to selected items.
In the next section, you can enter amounts, quantities and deadlines or clear these fields. This action will add information only to those items that already have a known cost type. The cells will remain empty in the items without a cost type.
If you need to populate empty items, it is better to do this by adding both the type of costs and values using group actions.
In this block, you can also specify a planned contractor for the selected items.
The final block is the Commission Fee. You can enter or delete the Commission Fees from items by entering the percentage of CF or checking the Clear box.
After the required data has been entered, click Save. A confirmation notice will pop-up and ask whether you are ready to change all selected items.
Thus, you can easily and quickly set the required data for multiple items.
If you need to delete, for example, the amount in these items, then you similarly open group editing screen and check the Clear box next to the Amount field.
This will delete only the amount, all other fields will remain unchanged.
Please note that these actions cannot be undone. If you cleared a lot of fields by accident, you will have to enter the data again, so we recommend that you first try the group data change in the Demo project to explore the way it works.