Add a general assignment rule

  • The general assignment rule applies to all planning cells and all employees.
  • Only one general assignment rule can be added!
  1. Choose Capacity Management > Rules > Assignment Rules in the Navigation Pane.
  2. Choose the tab General Assignment Rules.
  3. Click New Rule in the toolbar.
  4. Select one or more rule blocks from the option group Possible Rule Blocks.
  5. Click to move the rule blocks to the option group Selected Rule Blocks.
  6. Click Finish.
  7. Edit the name of the rule in tab General Assignment Rules.
  8. Choose the tab Rule Configuration.
  9. Select a rule block and use the arrows to adjust the sequence.
  10. Configure the rule block, see Configure the assignment rule 'Check skill assignments'.