Mass Updating Role Requests

To mass update role requests in the Estimate Builder:

1. In the Estimate Builder, locate the column you want to update. Click on a cell in that column for one of the selected role requests and enter the new value.
2. Use the checkboxes on the left side of the Estimate Builder to select the role request records you want to update. If no checkboxes are selected, the update will apply to all displayed role requests in the current view.
3. Right-click on the edited cell to open the cell menu.
4. Click Mass Update Role Requests. The updated values will be applied to all editable, selected role requests.
5. Click Save.

Note:

You can use the Filters Panel to narrow down your records. Once filtered, clicking Mass Update Role Requests will only affect the records currently visible in the filtered results.