Projects

Adding Projects to the Rules Engine

Introduction

Setting up your projects efficiently in the rules engine is fundamental for optimized operations. This guide walks you through the steps to manage shops and projects swiftly.

Step-by-Step Instructions

Adding a Project

• Navigate to the "Projects" tab.
• Click the "Add" button on the top right.
• Provide a name for the project (e.g., "Sample Project") and click "Save."

Editing and Managing Projects:

• Locate your project in the list.
• Click on the three dots next to the project name on the right-hand side.
• Choose "Edit" to modify the project's details, such as start and end dates.

Archiving Projects

• Use the same three-dot menu to delete or archive the project.
• Click archive.
• Note: archived projects can be revisited later, as covered in subsequent guides.

Tips or Best Practices:

• Regularly review, add to, and update your project list to keep your operations streamlined.

Conclusion

With these simple steps, you can effectively configure your shop's operational parameters and projects in Building Swell's rules engine. The clearer and more accurate your data, the smoother your shop's operations.