Example: Building a Template Request rule

In the Setup Recipients area of the Requests tab of the project template, clear the Request owner can add and/or delete recipients box, because you want your rule to control who reviews the project requests (based on region) and you do not want the project requester to be able to add any other reviewers.

2.	On the Requests tab of the project template, click Add Recipient Step.

3.	Select Project Manager in the Project Role drop-down list.

4.	Select Rule Driven in the Recipient Assignment drop-down list and then click the Build Rule icon that appears.

5.	In the Rule Builder window, do the following for each of the three regions:

a.	Select Region in the Select a Project Attribute drop-down list.

b.	Select = in the comparison drop-down list.

c.	Type the region name (NA, APAC, or EURO) in the text field.

d.	Leave the And/Or drop-down list blank.

e.	Select the region-appropriate team in the Assign the following resource field.

f.	Click Add.

g.	Click Save Compound Condition.

6.	After you build a condition for each of the three regions, select a default resource to receive the request if none of the conditions is met. Click Add and click Save Compound Condition.

7.	Click Preview to see your rule as a whole, and to verify that the logic is correct. Print the rule if desired.

8.	Click Save and Finish.

9.	Complete the other fields in the Recipient row as desired.