A process rule specifies how a project is updated.
The combination of a project purpose and release determines
which process rule a project uses.
A process rule specifies how a baseline is selected for a project
grouping using that rule and which tasks are collected.
Procedure
- In the Task menu,
point to New and choose Process
Rule.
- In the Create Process Rule dialog
box Name field, type the name of the process
rule.
- In the Description field,
type a short explanation about the process rule.
- Set a purpose using the Purpose box.
A purpose defines the state of the project
and ensures that it selects the right members when you update a project.
To view a list of purposes and what each is used for, click Browse.
If you do not see an appropriate purpose, you can create
one by clicking the plus sign. Type an appropriate Name.
Double-click in the Used For column and change
what the purpose is used for by selecting from the list, if necessary.
Alternatively, you might need to delete a purpose,
for example, if you created a purpose that you do not need.
- Choose the baseline selection method when
you create or copy a release or when you modify the properties of
a release.
- Add or remove folder templates to your process
rule.
A folder template creates one
or more folders that store the tasks that the folder template has
queried for.
Process rules use folder templates
as part of the basis for how a project is updated.
To
remove, click the minus sign next to the folder template you no longer
want.
To add, click the plus sign. In the Select
Folder Template dialog box, enter attributes to narrow
the scope of your search or use a predefined query, such as All
Folder Templates.
- Click OK.