Note: To create Project Editing Rules you will need LiveProject Project Collaboration. Compare versions.
LiveProject allows managers to quickly and easily create a set of powerful rules for managing which changes and required fields their team can make suggestions on.
The rules can be setup in a few minutes and applied to projects. The rules allows the manager to:
By allowing managers to create sets of rules with multiple conditions and requirements, the possibilities for control are virtually endless.
These are the steps to take to started with your own set of Project Editing Rules.
As a manager, you can setup the rules by either:
LiveProject comes with a few pre-defined rules that you can examine at your leisure. For now, select Add New Rule and continue to step 2.
For the purpose of this example, let us setup the rule described above "For new and edited tasks, if percent complete > 0, task must have a resource name".
Your rule should now look like this:
Select the Conditions tab so we can setup our condition that this rule is only triggered when percent complete is greater than 0%.
Your conditions should look like this:
Notice that you can easily add more condition to specify exactly when a rule is triggered. For this rule, we are done with the conditions.
Select the Messages tab so we can write a message for your team members to react on when the rule is triggered.
As you can see, LiveProject has defined a default message based on the rule defined so far:
Rule 'Require Resource name if %Complete > 0' failed validation.
Reason: Field '#field#' must not be left empty.
However, we will define our own message, so select the checkbox Use custom message, and enter the following message in the textbox:
When the Percent Complete field is greater than 0, it is mandatory to
select at least one resource for the task.
Please update #field# and try again.
- Your Manager
The #field# value is automatically replaced with the "Resource Name" - the field that is required to be filled - when the user sees the message.
Your message should look like this.
Click on Done in this dialog and the next, and the new rule is saved and active. Time to test it.
Testing is simple. Open a viewer on the project file, and try and trigger the rule. In our case, we will add a new task with Percent Complete > 0, and no resources assigned to it.
You will see a message like this:
When pressing OK, LiveProject automatically jumps to the Resource Name field for the user to enter a name.