Assign or clear contractors in bulk
Use the bulk Assign contractor dialog to assign or remove a contractor for multiple packages at once, and review any failures directly in the dialog.
This guide is designed for project manager.
Steps
Step 1: Open the bulk Assign contractor dialog
Select multiple packages that need a contractor change, then choose the bulk "Assign contractor" action to open the dialog.
Step 2: Choose the contractor organisation
Use the contractor picker to search for and select the subcontractor organisation you want to assign to the selected packages.
Step 3: Review the packages to be updated
Check the list of selected packages in the dialog and confirm that all references are correct before applying the change.
Step 4: Assign the contractor to all selected packages
Confirm the assignment to apply the chosen contractor to every selected package; the dialog will show a success summary when all updates succeed.
Step 5: Clear existing contractor assignments
For packages that already have a contractor, use the Clear option in the dialog to remove the current contractor from all selected packages.
Step 6: Review partial assignment failures
If some packages cannot be updated, review the plain-English explanation and backend reason for each failed assignment directly in the dialog.
Step 7: Handle API errors without losing your input
If an API error occurs while the dialog is open, read the error details shown in the dialog and retry or cancel; anything you have selected or typed will be preserved.
Step 8: Close the dialog and continue work
After reviewing the outcome, close the dialog and return to your project view to continue managing packages.
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Last updated: 2026-08-21