Bulk Actions - j5 - 28.0 - Help - Hexagon PPM

j5 Action Management Help

PPMProduct
j5
PPMCategory_custom
Help
Version_j5
2019

Some actions may only occur once, but may apply to a group of people. Bulk actions are defined once, and then generate a copy for each member in the list of assigned users. This list of users can be customized when created. Bulk actions can be released, canceled and deleted.

Bulk Actions Detail

In the default installation, the information relating to each Bulk Action is presented under the following tabs in the detail view:

  • Detail - contains the primary information about the Bulk Action. This information is similar to that of the Action Detail tab. The notable difference being:

    • The selection of responsible persons now happens through a pop up dialog to cater for multiple responsible persons (refer to figure Bulk Actions - Responsible Person Selection)

    • You can only select one approver, the final approver.

  • Primary Responsible person - contains a list of all the responsible persons associated to the action.

  • Actions - contains the individual actions created by the Bulk Action. This also highlights the progress on each of the bulk action instances.

Bulk Actions - Responsible Person Selection

Before individual actions are created you will need to select "Release actions" on the Bulk Actions details page.