Scheduling Functions - Global Changes - Assigning Company Contacts or Equipment to Tasks

Before using the Global Change function, the schedule should be saved if changes were made manually.

Relevant Icons on Toolbar

Assigning Company Contacts or Equipment to Tasks

1. In the Gantt Chart listing, select one or more task using the circular checkbox on the left.
2. Click the 'Global Changes' button on the Toolbar.
3. Optional: Assign Company Contact
   1. Check 'Assign Company' in the popup form.
   2. Select Company from the drop-down.
   3. Select Contact from the drop-down.
4. Optional: Assign Equipment
   1. Check 'Assign Equipment' in the popup form.
   2. Select Equipment Item from the drop-down.
5. Click the blue 'Save' button. This will automatically save the assigned resources and refresh the Gantt Chart.

Related Functions

• Email Task Notifications To Subs and Suppliers