Automatic People Assignments
This automation assigns a project manager to projects and quotes depending on the selected service.
This automation is permanently enabled.
To change the assigned person, select another assigning rule (Logged-in User or Assign PM from Client profile) or a particular Home Portal user from the Project Manager dropdown.
To change the assigned person for a specific service, click the Add Service button in the top right-hand corner of the automation card. The Add Service popup window is displayed.
Select the checkboxes for the selected service(s).
Click the Add Service button. The new service is displayed in the Service list.
Select the required rule or user from the dropdown list.
To delete the assignment for a specific service, click the
icon.