17.4 Creating a Batch

A System Administrator user and a Project Manager can create batches.

To create a batch:

  1. In the Web Interface toolbar, select Planning.

  2. Select the Batches tab.

  3. Click Create.

  4. In the Batches pane, specify the following information:

    • Name

    • Organization

    • Project

    • Wave

    • (Optional) Description

    • Start Date

    • End Date

  5. Click Save to create the batch object and activate the Associations pane.

  6. (Optional) In the Associations pane, click each tab to configure settings for the associated components. See Section 17.7, Configuring Batch Associations

  7. (Optional) Click Set to Completed.

  8. Click Save.

  9. Click Close.