Assigning a rule to a project template
You use this procedure to change the assignment of a rule to one or more project templates.
Procedure
-
Click Settings > Plan 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 clickfor 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.