Project Custom Rules
The custom rules help you to enforce the organization’s compliance while processing a project. Using these rules you can ensure that any change in the project attributes is supported by proper comments or notes. For example, a project should not move to the approved state if there is no owner assigned to it. Similarly, you can use custom rules to enforce the approval workflows and closing tasks to close a project.
To view the Project Custom Rules page, navigate to Admin > Project Management > Project Custom Rules.
When Should Custom Rules be Enforced
For the project management module, the custom rules are evaluated based on the actions configured at any of the below stages:
- Planning Rules: Check the items that should be enforced while planning a project.