12.4 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

    • (Optional) Owner

  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.

    • Workloads

    • Users

  7. (Optional) Click Set to Completed.

  8. Click Save.

  9. Click Close.