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Batch editing joblists

Once a joblist is created, powerful batch editing tools allow you to apply changes to multiple jobs. Any setting you can apply to a job can be applied to many. With a joblist for a project open, select "Batch edit" to see the options. 

  • Normal batch edit
    • With "normal" batch editing, you first need to select which jobs to change. This is done in the top section.
      • You can click "Open job list" to see exactly which ones would be affected by the current options. 
  • Batch edit selected jobs
    • With this mode, you filter the joblist first. You can then apply a batch edit to the selected/visible ones. Saving joblist filters is especially handy for this kind of work, if you find yourself often applying the same type of change to a certain kind of job. For example a specific target language and job type. 
  • Run Macro
    • Macros are also applied to all visible/selected jobs. You can create new macros when batch editing. 
  • Fill in the blanks
    • This special feature is used for one thing: to assign people to an existing joblist. It takes another look at every unassigned job, and its criteria, and tries to select a user. This is typically done after makes some changes in the user database under People, giving the system a better chances to find the right person for the job. 
  • Quicklinks
    • Quickly create quicklinks for all visible jobs in the joblist
  • Calculate job fees
    • Use a Resource matrix to quickly fill in Custom job fees for all visible jobs in the joblist
    • Or specify a custom fee per unit for all visible jobs

Entering batch edit mode from a joblist

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Batch editing in "normal" mode: first select which jobs to affect.

Select what to change. Fields and options left alone will remain unaffected. Confirm by clicking "Batch". 

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