Rules is where the project admin can define automated work scheduling rules.  Rules can be set to auto assign work based on different item information, such as location or skills.

 

To Access Rules, in the Project Menu go to:

 PLANNER™ Settings > Rules




Project Settings:

Project Info

Project Team

Companies

Project Locations

List Manager


PLANNER™ Settings:

Work Teams

Daily Settings

Trades

Work Categories

Skills & Certs

Rules

Shifts

Calendar

Default Board


FIELD™ Settings:

Revisions

Tags

Manage Templates

Manage Palettes

Drive Security


PRO™ Settings:

App Studio

Report Manager

Connectors


Admin Settings:

AnyConnect Device Manager

Permission Groups





Last Updated: Mar-02-21