Batch Actions - Phases

When working with a found set of phases, you can select multiple records and apply a batch action to all of them at once.

Selecting Phases

Select phases one at a time using the checkboxes, or select all records in the found set. A live count of selected records appears in the top right, along with a Deselect button to clear your selection at any time. Once at least one phase is selected, the Select an action... dropdown reveals the batch actions available for this module.

~ Available Actions ~

These actions may be updated from time to time. Hopefully, we will remember to keep this document current.

Hide Records

Removes the selected phases from the current found set, without archiving or otherwise changing the underlying records. This is useful for narrowing what you're looking at without permanently altering anything.

Change Status

Presents a dropdown list of statuses. The status selected is applied to all phases in the current selection.

Update Percent Complete

Updates Percent Complete on each selected phase, based on BaseBuilders' system calculations. See Work in Progress (WIP) Calculation for how this calculated value is derived and how it interacts with manually set values.

Best Practice

Use Hide Records to narrow a large found set of phases down to just the ones you're focused on. When applying Update Percent Complete in batch, review the results afterward for any phases where you'd rather set a specific value manually, since the calculated update won't reduce a phase below its already-entered percent complete.

Summary

Select phases individually or all at once, then choose an action from the dropdown that appears once records are selected. Use Deselect at any time to clear your current selection.