Entities Tutorials List Views
💡These tutorials explain how to view entities in a grid or tree, view the staff of each entity, and batch update staff and the Inventory Account of locations.
How to View a List of Entities in a Grid Structure
Info
This report shows the entity names, types and costs.
- Navigate to Entities.
- Click Menu (button) > Entities.
- Change any of the filters if needed.
- Click Grid View (button).
- Note: If the button shows Tree View, then Grid View is already active.
- Click View (button).
How to View a List of Entities in a Tree Structure
Info
- This report shows the entity names and types in a tree structure, to highlight how the entities are nested.
- Collapse or expand the tree with + and – on the top row.
- Navigate to Entities.
- Click Menu (button) > Entities.
- Change any of the filters if needed.
- Click Tree View (button).
- Note: If the button shows Grid View, then Tree View is already active.
- Click View (button).
How to View Entity Staff
Info
This view lists the contacts that have the Staff attribute set, with details such as their positions, resource settings and hourly costs.
- Navigate to Entities.
- Click Menu (button) > Staff.
- Change the Date and Status filters if needed.
- Click View (button).
How to Batch Update Staff
Info
This example uses the Batch Update feature to make several staff members project resources. You can also update these fields:
- Status
- Sales Rep
- Timekeeping Resource
- Position
- Hourly Cost
- Navigate to Entities.
- Click Menu (button) > Staff.
- Click View (button).
- Click Actions (button) > Batch Update.
- Select the applicable staff members.
- Note: Use Ctrl + left-click to select multiple random entries or Shift + left-click to select multiple continuous entries.
- From the Batch Update dropdown list, select Project Resource.
- Check the box next to it.
- Click Update (button).
- Confirm that you want to update the staff members.
How to Batch Update the Inventory Account of Locations
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- Each stock location can have its own Inventory Account (see Entities Edit View, Accounting tab). Transaction Types with the Dr Type or Cr Type Inventory post to the account of the entry’s location.
- You need the Batch Updates user setting. Entities that are not stock locations are skipped.
- Navigate to Entities.
- Click View (button).
- Click Actions (button) > Batch Update, or right-click the list and select Batch Update.
- Select the stock locations:
- In grid view, check the boxes next to them.
- In tree view, use Ctrl + left-click to select multiple random entries or Shift + left-click to select multiple continuous entries.
- Select the Inventory Account, or leave it empty to clear it.
- Click Update (button).
- Confirm that you want to update the locations.