Mass Linking Project Task Assignments

PSA enables you to link multiple project task assignmentsAssociates a resource or a role with a project task for a defined time period. Use Project Task Gantt to assign resources or roles to project tasks., i.e. resources associated with project tasks, to a resource request or an assignment or both.

To link project task assignments:

1. Navigate to the project's project tasks and click Mass Link Project Task Assignments.
2. On the Mass Link Project Task Assignments with a Resource Request and an Assignment page, select the project whose project task assignments you want to link.
3. Optionally, select filter criteria to determine the project task assignments shown. See "Filter Project Task Assignments for Mass Linking Fields" for more information.
4. Click Filter. The project task assignments that meet your criteria are displayed.
5. Select the project task assignments you want to link.
6. In the Assignment and Resource Request Selection Panel, from the lookups select the Resource Request or the Assignment or both you want to link the assignments to.
7. Click Link. PSA links the project tasks assignments to the selected resource request, assignment or both.

Tip

Deselect Show All to exclude matching project task assignments that are already linked to an assignment or resource request.

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