Quickly Assign Multiple People to One Project with Bulk Add

Table of Contents

Bulk Add: Use Cases and Benefits
Required Permissions
Location
Step-by-Step Walkthrough
 

Bulk Add: Use Cases and Benefits

Bulk Add makes it easy to staff large projects faster. You can select a project once and then assign multiple people using the same assignment template. This way, you avoid repetitive inputs and keep data consistent across your team.

Key benefits:

• Speed up assignments for large teams
• Reduce manual data entry
• Keep assignments consistent with reusable templates
• Simplify calendar planning

The Bulk Add - Multiple Assignments Icon:

Required Permissions

To use Bulk Add, make sure:

• You have BigTime Resource Management for Managers permission.
• You’re assigned as a Project Manager for the project you want to edit or you have View/Manage Any Project permission.
• The staffers you want to assign are active in your system.

Location

You can access Bulk Add from two different locations in BigTime Resource Management:

1. Team Members Calendar in the Calendar Tab 

2. Team Calendar in the Projects List Tab ➡ Project Profile

Step-by-Step Walkthrough

1. Go to the Calendar Tab or open the Team Calendar from a specific project. 

2. Click the Bulk Add icon in the toolbar.

3. In the Bulk Add panel, fill out the assignment details:

• Scheduled time per day
• Project (selected once for all assignments)
• Deliverable name (optional)
• Assignment status (Active, Reserved, or Draft)
• Non-Billable / Off-Hours Work (optional)
• Label and Notes (optional)

4. Click Apply to save your template.

5. In the calendar, click on the row of each team member to apply the assignment.

Done! Each selected staffer is now assigned to the project with the same template.

✅ Tip: Once the template is set, you don’t need to reselect the project each time. Just click on staffers in the calendar to assign them quickly.