Mass Editing and Deleting Data Rows On the Schedule View Gantt
1. Introduction
In this guide, you will learn how to manage changes to the schedule by editing and deleting the data for individual rows, as well as editing and deleting multiple selected data rows at once.
2. Editing A Single Data Row
To edit an individual data row, right-click on the row to open up the menu options and select Edit Personnel.
3. Update and Save
Make any updates that are needed for the data rows fields. Once all changes have been made, select Save.
4. Confirm Save Action
Before the events on the data row are updated, a prompt will appear to alert you that the changes will affect all events that are associated with that data row. By clicking Yes, all future events will be updated while all historic events will remain the same.
5. Edit Multiple Data Rows
To edit multiple rows at once, check the box located to the left of each data row that you wish to edit.
6. Edit All Future Events
After selecting each data row needing to be edited, select the "Edit All Future Events" button under the Action dropdown menu.
7. Save Event Changes
Update any fields that need to be edited for the selected data rows and select Save.
Do note that any current or past event will not be edited when saved. To edit current or past events, you can use the multi-select edit event feature to make the changes
8. Deleting Single Data Row
To delete an individual data row, right-click on the row to open up the menu options and select Delete Personnel.
9. Confirm Personnel Deletion
Before the events on the data row are deleted, a prompt will appear to alert you that the changes will affect all future events that are associated with that data row. By clicking Yes, all future events will be updated while all current and historic events will remain the same.
10. Delete Future Events and Requests
Before any events are deleted, a prompt asking what you wish to do with any linked reservations will appear. Selecting the "Delete Events Only" option will delete the events from the schedule,but leave the linked request and trip reservations in the system. Selecting "Delete Events and Linked Request" will delete the events, as well as the linked request and trip reservations in the system.
It is recommended to delete the events and linked reservations to ensure accurate forecasts.
11. Selecting Data Rows To Delete
To delete multiple rows at once, check the box located to the left of each data row that you wish to edit.
12. Delete All Future Events
After selecting each data row needing to be deleted, select the "Delete All Future Events" button under the Action dropdown menu.
13. Delete Future Events and Requests
Before any events are deleted, a prompt asking what you wish to do with any linked reservations will appear. Selecting the "Delete Events Only" option will delete the events from the schedule,but leave the linked request and trip reservations in the system. Selecting "Delete Events and Linked Request" will delete the events, as well as the linked request and trip reservations in the system.
It is recommended to delete the events and linked reservations to ensure accurate forecasts.
You have successfully learned how to edit and delete one or more data rows at a time from the Schedule View gantt. Continue exploring additional features to optimize your event management workflow and maintain accurate schedule data.
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