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    Associate Records with Projects

    This module allows you to perform mass association and disassociation of users (clients and specialist) and CIs to projects.

    Mass User Association

    1. To associate users and/or CIs with projects, log in to the ASMS administration, in the Bulk Uploads from the main menu, Select the option Associate Records with Projects. In the information view, Select the Import to perform the bulk upload processes of information.



    2. In the window Import You can download the model template for the association of users (specialists or clients) and CIs to projects doing Click Download template templates for import.



    3. The file Plantillas.zip which contains the format will be downloaded ItemsProjectTemplate.xls. Edit the file and in the Client, Specialist, and Ci tabs fill in the information of the users and/or CIs to be associated and/or disassociated from them(s) projects.


    Note: the Info tab describes the information to be filled in for each field.



    4. Once you fill out the form, compress it into a .zip file, Click button import and select the file. When generating the import, The import status and start date will be displayed.



    5. Once the import is complete, the Import Successful message and the end date will be displayed.

    6. If there are errors during the import, the respective messages will be logged in the Import Summary as shown below:



    Mass User Disassociation

    1. To disassociate or delete users from a project, log in to the ASMS Admin Console, in the Bulk Uploads From the main menu, in the Info view, select a record from the list of existing import template files; The Erase to delete the record.