Engagement Bulk Functions

The application allows you to manage engagement information in bulk. To use the bulk upload functionality, you must first enable it, and then obtain an upload template. You can also use a correctly formatted .csv file (identical to the template).

Note: Bulk Update is a different function than the Bulk Upload function. For more information about Bulk Upload, see Bulk Upload.

To use the bulk update function, you can search for engagements that have a matching search parameter, and use the function to update the value in that field. You can only update one field at a time, with the exception of job category and job code, which must be updated together. For more information about this task, see Bulk Update Engagements.

Note: If you are updating a manager on engagements, you can also update the Time & Expense Approver with the same value by selecting the Update T&E approver check box.

Note: If you update a client manager on an engagement, you can additionally update any pending billing to a new manager. Reassigning the billing items allows that client manager to approve or reject the billing items.

You need to enable the bulk upload function in the client organization's configuration. For more information about this setting, see Client Settings.