Rules allow you to manipulate Accounts and Properties within a Scenario. Since Rules can be used for a variety of diverse activities, here we will focus on how to add a basic Rule to a Scenario. Elsewhere, we will go into detail on different types of Rules.
So, let’s look at how to add a Rule now.
Go To The Rules Page
Next, click on the link to access the Rules page.
Add New Rule
Once you’ve added the Rule, you will need to configure it. The first step in doing this is to select which type of Rule it is.
After you select the type of Rule, it will ask you to configure the specific options for that type of Rule (which we will mostly cover elsewhere). However, there are a few things that are common to just about every Rule.
Rule Start Date and Rule End Date
Rules can be set to run for:
- A single month
- A range of months
- The entire Scenario
To have the Rule run for a single month, select the month you want it to run as both the Rule Start Date and Rule End Date. If the dates are the same, the Rule will run just for that date only.
To have the Rule run for a range of months, select the month you want the Rule to start running as the Rule Start Date. Then, select the month you want the Rule to stop running as the Rule End Date.
And finally, if you want the Rule to run for every month in the entire Scenario, leave the Rule Start Date and Rule End Date blank.
Rules can be universally applied to all Scenarios or just to a single Scenario.
For the Apply this Rule to the following Scenarios field, you can select either All Scenarios or any Scenario you’ve already made in your planner.
Important note for Premium users, for organizational purposes, you will only see the Scenarios in your current Folder. This is intended to make it easier to group and find Scenarios, Accounts, Properties, Rules and Goals.
Rules are powerful and can be complicated to use. Check out other resources we have related to Rules to learn more.
Adding To Scenarios
Rules interact with Accounts and Properties, so you may want to learn more about how to add these to your Scenarios as well.