Setting up a process rule

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

  1. In the Task menu, point to New and choose Process Rule.
  2. In the Create Process Rule dialog box Name field, type the name of the process rule.
  3. In the Description field, type a short explanation about the process rule.
  4. 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.

  5. Choose the baseline selection method when you create or copy a release or when you modify the properties of a release.
  6. 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.

  7. Click OK.

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