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Working With Project Creation Rules<br />
The Work with Project Creation Rules function is used to create rules to automate the<br />
creation of design request projects in <strong>SDM</strong>-ProjectMaster. Each code is associated<br />
with a set of detailed rules that determine the task(s) to be created for each entity on<br />
the Design Request Entity List.<br />
The rules defined here can be simple (one task per project) or complex (multiple<br />
functions for each project and multiple tasks per entity) depending on your individual<br />
processing requirements.<br />
This is an optional function that requires <strong>SDM</strong>-ProjectMaster to be loaded. The<br />
<strong>SDM</strong>-<strong>DesignTracker</strong> System Administrator at the beginning of setup typically<br />
performs it. The priority codes are used to set up the default requester, benefit, and<br />
priority codes in System Control.<br />
To work with project creation rules:<br />
1. From the <strong>SDM</strong>-<strong>DesignTracker</strong> main menu, select option 20, Setup<br />
Menu, and press ENTER to display the Setup Menu.<br />
2. From the Setup Menu, select option 33 and press ENTER to display<br />
the Work with Project Creation Rules panel.<br />
This function can also be accessed from the command line using the<br />
Work with Project Creation Rules command DTWRKPCR.<br />
The Work With Project Creation Rules detail panel is used to identify<br />
the project creation rule code, description and the associated<br />
parameters. To display a specific creation rule at the top of the list,<br />
enter the creation rule in the Rule field and press ENTER.<br />
3. If creating a new creation rule, type 1 in the Opt field to display the<br />
Create Project Creation Rule panel.<br />
If you want to perform a different function, you can select 2=Change,<br />
3=Copy, 4=Delete, or 5=Display.<br />
4. Enter the following information:<br />
a) Character ID code - this is a required field.<br />
b) Short description (displays on selection panels)<br />
c) Domain - Name of the <strong>SDM</strong>-ProjectMaster domain the created<br />
project is assigned to. This is a required field.<br />
d) Group - Optional name of the <strong>SDM</strong>-ProjectMaster group the<br />
created project is assigned to.<br />
e) Default activity - Name of the <strong>SDM</strong>-ProjectMaster activity which<br />
will be applied to a task if creating a single task project.<br />
f) Default task name - Name of the <strong>SDM</strong>-ProjectMaster task to be<br />
assigned to a task if creating a single task project (defaults to<br />
*DRNBR)<br />
5. Press ENTER to accept the project creation rule.<br />
6. Press F12=Cancel to redisplay the Work with Project Creation Rules<br />
panel. The rule you just created displays on the list.<br />
Chapter 3 Setup Tasks • 25
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