You use this procedure to change the assignment of a rule
to one or more project templates.
Procedure
- Click Settings > Marketing Operations Settings
> Health rules.
A page lists the health status
rules.
- For the rule you want to assign, click Edit
rule (
).Note: Before you edit a project
health status rule, verify that no other administrators are working
with that rule. Object locking does not apply to project health status
rules.
- Click Modify Template Association (
). A dialog opens with a list of
enabled project templates on the left, and a list of templates the
rule is assigned to on the right.
- Use Select >> and Remove << to
move selected templates from one list to the other. Use Ctrl+click
and Shift+click to select multiple templates.
- Click Save & Close.
The
Health rules page lists the project templates with the rule.
- Click Save Rule (
)
for the rule.Note: Until you click Save Rule, your selections are not saved. To cancel your edits, under
Actions click
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for the rule.
Results
You can also assign a rule to an individual project template.
Edit the template, and on the Properties tab select the Project
Health Status Rule.