Assigning Conditions to Deliverables and Activities

Process Designers assign condition rules to deliverables and activities in the process model to set visibility. Condition rules use metric values that are defined when the rule is created. The metric value determines whether the assigned deliverable or activity displays in projects. Deliverables and activities with no rules assigned to them show by default. Rules must be defined before assigning the rule to deliverables and activities.

To assign a condition rule to deliverables and activities:

1. From the System menu, select Process > All Models and create a gated, non-gated, or an idea model, or select the model to edit.
2. Click the Conditions tab.

The current list of condition rules is displayed in the Conditional Rules column, and any deliverables and activities with applied rules display in a tree structure in the main panel. Additionally, the access group to which the deliverable or and activities belongs displays below the deliverable or activity.

For easier readability, use the Expand All and Collapse All buttons to view deliverables and activities in each stage. Additionally, clicking the filter icon will only show the deliverables and activities with the current rule applied.

3. Select a rule to assign or create a new rule.

If the rule has previously been assigned to deliverables and activities, the deliverables and activities display bold.

4. Assign the rule by selecting the check box next to the deliverable or activity.

Activities that do not have assigned rules respect the condition behavior of the parent deliverable. However, if activities have assigned rules, they may act independently of the deliverable. Deliverables and activities with no rule assignments show by default. See How Conditioned Deliverables and Activities Display in Projects for more information.

5. Click Apply to save your changes.

Continue assigning condition rules to deliverables and activities as necessary. Assign one rule at a time, clicking Apply to commit changes before moving on to the next rule to ensure pending changes are saved.

Notes:    The metric referenced by the condition rule must be associated with the process model and must contain a value in order for the conditions to apply to the project. If the project metric value is empty or null, project pages will default to show in all open projects. To clear rule assignments, select a rule and click Deselect All and Apply. This removes the rule from any deliverable and activity it was previously assigned to. The deliverable or activity displays in projects until another rule is assigned. To delete a rule, click next to the rule in the list on the left. Deleting the rule also clears its associations to deliverables, activities, or other components and thus shows the deliverables and activities in projects. To edit a condition rule, click to display the rule details, make the necessary changes, and click Done. It is best practice to not edit condition rules once they are assigned. If a rule is no longer in use or valuable, delete the rule. Understand that any changes to a rule definition after it is assigned will trigger recalculations across projects and show/hide information accordingly.