Batch assigning employees to projects

If you want to limit the projects that your employees can access while filling out their time card, you can use projects assignments. In fact, you can set up project assignments to assign specific employees, activities or expense items to relevant projects. To do so, go to Projects and select the project you want to apply assignments to. Then, go to General > Assignment tab to add team assignments. But remember that project assignments only apply to time and expense entry. Check CORE Help Center for details.

CORE also allows you to assign multiple employees to projects in a batch. This can be accomplished in the following way: 

  1. Create a new 'dummy' or 'test' project to be used for this purpose.
  2. After creating the project, open the side menu > Projects > Assignments. Select this new project and assign the employees you want to batch add to this project. 
  3. Next, click the More menu and select View Assignments to open the Project Assignments screen.
  4. On the Project Assignments screen, click 'Copy Assignments' at the top of the screen. Select the 'dummy' project from the Copy From drop-down. Then select the projects you want to Copy Assignments To.
    Note: Do not select 'Replace existing assignments when copying,' as this will overwrite any existing assignments in the target projects.
  5. When done selecting projects to copy assignments to, click Copy to finish.
  6. Delete the 'dummy' project from your CORE account.

Check CORE Help Center for details. 

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