Configuring Mass Action Limits

You can configure the maximum number of records processed during bulk operations across various PSA objects and Lightning actions by using certain custom settings. These custom settings enable you to adjust the volume limits to optimize system performance and stability based on specific organizational needs. For more information, see Assignment Settings, Resource Request Settings, Mass Link Project Task Assignment Settings, and Task Management Settings.

The following actions support configurable limits:

  • Create Resource Requests - on project record page
  • Assign Multiple Resources to Project - on project record page
  • Create Held Resource Requests from Project Tasks - on project record page
  • Create Assignments from Project Tasks - on project record page
  • Start Project Tasks - on project record page
  • Complete Project Tasks - on project record page
  • Mass Link Project Task Assignments - on project record page
  • Hold Selected - on Resource Optimizer and Resource Request Staffer pages
  • Assign Selected - on Resource Optimizer and Resource Request Staffer pages
  • Match Resources - on Resource Optimizer and Resource Re
  • Link Assignments - on milestone record page
  • Unlink Assignments - on milestone record page
  • Close Assignments - on project record page and contact record page
  • Swap Resources - on project record page

The following objects support configurable limits:

  • Resource Request
  • Resource
  • Contact
  • Assignment
  • Project Task
  • Project Task Assignment
  • Milestone