Making multiple changes to process instance values in Heritage Process Portal

The Gantt chart can help you identify process instances that require attention. To resolve issues with an overdue process instance, you can change the settings of several tasks at one time.

Procedure

  1. In the Gantt View page for a process instance, click Batch Modify.
    Restriction: If the process instance contains a group of parallel tasks, you might not be able to change individual tasks within the group in the Batch Modify window.
    The following table describes the available settings:
    Table 1. Task settings that you can modify in batch
    If you select... Then specify... And then apply the update to... For...
    Reset to Current Which of the following values you want to reset to the current value:
    • Duration
    • Due Date
    • Priority
    Changed values or only critical path values. Activities, Active Tasks, or Activities and Active Tasks
    Decrease Duration by % The numeric percentage by which you want to decrease the duration All values, changed values, unchanged values, or only critical path values Activities and Active Tasks
    Decrease Amount The setting that you want to decrease (duration or due date) and the value for the amount. For the value that you specify, the duration or due date is decreased by that number of days. For example, if you specify 10, the duration or due date is decreased by 10 days. All values, changed values, unchanged values, or only critical path values Activities, Active Tasks, or Activities and Active Tasks
    Increase Duration by % The numeric percentage by which you want to increase the duration All values, changed values, unchanged values, or only critical path values Activities and Active Tasks
    Increase Amount The setting that you want to increase (duration or due date) and the value for the amount. For the value that you specify, the duration or due date is increased by that number of days. For example, if you specify 10, the duration or due date is increased by 10 days. All values, changed values, unchanged values, or only critical path values Activities, Active Tasks, or Activities and Active Tasks
    Set Value The setting that you want to change (duration, due date, or priority), and the value for that setting.

    For duration and due date, you can specify days. If you specify only a value, the duration or due date is set to that number of days. For example, if you specify only 10, the duration or due date is set to 10 days.

    For priority, you can choose the new priority from the list.

    All values, changed values, unchanged values, or only critical path values Activities, Active Tasks, or Activities and Active Tasks
  2. Click Update Values. The Changes section shows the results of the updates.
  3. Review the pending changes to the values. When you change the duration or due date of an activity or a task, the durations and due dates of all subsequent activities and tasks in the projected path that are affected by the change are updated accordingly.
  4. Click Save to commit the changes.