Deltek PIM 23.0 Online Help

Update an Entitlement for Multiple Contacts

You can update an existing entitlement for multiple contacts in one go. For example, you can add additional hours or days to the personal allowance for selected contacts for the current year.

To update an entitlement for multiple contacts:

  1. On the header bar, click Admin.
  2. In the Search Admin Zones field at the top, enter Entitlement Management.
  3. Click the Entitlement Management link that displays.
  4. To display a list of contacts to manage an entitlement for, do the following:
    1. In the Entitlement Source field, select the entitlement source that you want to manage.
    2. In the Entitlement Valid On field, click , and select the date when the entitlement is valid on.
    3. Enter or select any other filter options.
      For example, you can choose to show only contacts within a specific organization or department, or internal contacts only.
    4. Click Search.
  5. In the list of contacts that displays, select the check box of each contact that you want to manage.
    Alternatively, to select all contacts in the list, select the check box on the header of the first column.
  6. On the toolbar, click Update Selection.
    If this option is not visible, use the scroll bar underneath the toolbar to scroll right.
  7. In the Process Entitlements dialog box, use the Amount field to select one of the following options to specify the amount to update the current entitlement by:
    • Set by copying existing value. Select this option to copy the current entitlement amount assigned to each contact.
    • Set by using the following value. Select this option to add a specified amount to each contact.
    • Set by incrementing existing value. Select this option to add a specified amount to each contact, up to a maximum amount.
  8. In the Valid From field, click , and select the date to update the entitlement from.
  9. In the to field, click , and select when the updated entitlement ends.
    If you do not select an end date, the entitlement allowance is updated for the selected contacts for all future years.
  10. Optional: In the Description field, enter some notes about the updated entitlement allowance.
  11. In the Reason field, enter a reason for updating the entitlement.
  12. Click Apply.