You can create a new rule in a project or shell manually or by copying a rule template or existing rule.
In addition to these procedures, rules can also be added to existing active and on-hold projects and shells by updating (“pushing”) them from a project or shell template using Update Projects ("Update project cost or fund rules") or Update Shells ("Update cost or fund rules").
To create a new project or shell level rule
| 1 | Open the project or shell and switch to Admin mode. |
| 2 | Click to Rules in the left Navigator. |
| 3 | Click New. Follow the procedure for creating a Rule Template. |
To create a rule by copying a rule template
| 1 | Open the project or shell and switch to Admin mode. |
| 2 | Click Rules in the left Navigator. |
| 3 | Click the Copy button and select Template. The Copy from Rule Template window opens. |
| 4 | Select a template from the list and click Copy. The Edit Rule window opens. |
You may make edits to the Edit Rule window if necessary. For example, by default, the Name will display as “Copy of (name of rule template),” which you may wish to change.
| 5 | Click OK. The new project or shell rule will be added to the project or shell Rules log. |
To create a rule by copying an existing rule
| 1 | Open the project or shell and switch to Admin mode. |
| 1 | Click Rules in the left Navigator. |
| 2 | Select a Rule from the log. |
| 3 | Click the Copy button and select Rule. The Edit Rule window opens. |
You may make edits to the Edit Rule window if necessary. For example, by default, the Name will display as “Copy of (name of the copied rule),” which you may wish to change.
| 4 | Click OK. The new project or shell rule will be added to the project or shell Rules log. |
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