Creating Rules and Rules Templates

All new rules are created in a similar way. You can create new rules and rules templates manually or by copying from another rule or template.

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 or Update Shells.

Note: In order to start using a rule after it has been created, it must be validated and activated. After creating rules, see Validating and Activating Rules.

Related Topics

Create a Rule Template

Select CBS Codes or Summary Codes

Create a Project or Shell Rule

Create a Company Rule



Last Published Saturday, July 13, 2024