Create a project work rule

To define the length of time and time period in which you want employees to perform a project activity, create a project rule. Use project work rules when you have flexibility about when the work is done and who does the work. In this way, they are similar to flexible shift events.

Before you begin

Create project activities

Procedure

To create a project rule on an organizational level for all campaigns, go to Work Administration. Under Work Rules, select Project Rules.

If you want to override the organizational settings and create a project rule exception for a specific scheduling period only, go to Forecasting and Scheduling. Under Work Rules, select Project Rules.
From the Work Administration module, from the left pane, select the organization for which you want to create a project rule.

When creating an exception for a scheduling period, from the Forecasting and Scheduling module, select the campaign and scheduling period for which you want to create a project rule.
Select Create.
From the Activity field, select one of the project activities you defined.
From Start Times, select the cell in the grid that represents the start time of the shift:
1. Select the day of the week for which you want to define the start time of the project work.
2. Select the cell or cells representing the start times in the grid for the selected day.
Setting a range of start times gives the scheduling engine more flexibility in creating an optimal schedule that matches your service level and employee availability.
When you have completed the remaining fields for the project rule, select Save.

What to do next

Create project skills