Managing Line Items in Batches with Checkboxes

You can use the checkbox feature in the Line Items table to make changes to multiple line items at the same time.

You can either click on the checkbox in the header row of the Line Items table to select all Line Items if you want to make the same change to them all, or you can click on one or more checkboxes next to the Line Item names to make the same change to select items.

For example, you can click on the checkboxes for one or more items to:

  • Move them to (or remove them from) a Category.
  • Attach a Vendor to them.
  • Assign a Line Item Manager to them.
  • Delete them.

To Manage Line Items in Batches:

  1. Click on the "Budget" tool button on the Event Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Budget" tool.
  2. Click on one or more checkboxes next to the appropriate Line Item names - OR - click on the checkbox in the header row of the Line Items table to select all Line Items.
  3. In the "Available Actions" menu that appears, select the function you want to perform on these items and follow the instructions.

Video Tip - Go to the 7:26 mark of the video to view information on how to manage Budget Line Items in bulk with checkboxes.

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