Modified on: Tue, 2 Mar, 2021 at 1:15 PM
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
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