Add a specific assignment rule

  • A specific assignment rule is assigned to one or more planning cells and/or one or more employees.
  • Multiple specific assignment rules can be added!
  1. Choose Capacity Management > Rules > Assignment Rules in the Navigation Pane.
  2. Choose the tab Specific 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 Specific 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'.
  11. Add planning cells, see Add a planning cell to a specific assignment rule.
  12. Add employees, see Add an employee to a specific assignment rule.