Assignment rules for service plans

The assignment rules section of the service plan defines most of the business logic.

Project and task assignment

When you create a project or task, you must specify the following rules:

Task Assignment Rule: Establishes the method for assigning the service provider, for example, responsible organization and person.
Task Assignment Dates Rule: Establishes the method for assigning the SLA details, for example, respond within, due within and follow up within values.
Task Estimates Rule: Determines how and from where the work time and planned costs for the created tasks originate.

Options for project and task assignment

The following table shows the options available for the Project Assignment Rule and Task Assignment Rule fields.

Table 1. Options for the project and task assignment rules
Assignment rule	Definition
Auto-Assign to Service Provider	Causes a search for any valid service assignment matrix record to identify the responsible organization. The service assignment matrix record can be from a service agreement, blanket purchase order, real estate lease contract, or warranty.
Do not Assign	Does not assign the project or task to an organization. The project or task must be assigned by other methods, such as the dispatch manager.
Use Assignment from Task Template	Only used by the Task Assignment Rule. Directs the system to pull the appropriate organizations from the task templates that are used to generate the tasks.
Use PM Schedule Organization	Assigns the task by using the job plan organization that is associated with the PM schedule.
Use Service Plan	Assigns the values by using the Service Level Defaults section of the service plan. This option is used primarily when only one provider is handling the related request class of the service plan.

Options for task dates and estimates

The following table shows the options available for the Task Assignment Dates Rule and Task Estimates Rule fields.

Table 2. Dates/Estimates rules options
Dates/Estimates rule	Description
Use Service Agreement	Use the data on the final service assignment matrix record that was found in the service assignment matrix search process.
Use Service Plan	Use the data on the service plan that is associated with the created tasks.
Use Task Template	Use the data on the task template that is associated with the service plan that is associated with the created tasks.
Use PM Schedule	Use the data on the PM schedule that is associated with the Task.
N/A	The SLA assignment and estimates assignments are ignored.

The options for the task assignment dates rule and task estimates rule are dependent on the option that is selected for the task assignment rule. If you change the task assignment rule, you must select the task assignment dates rule and task estimates rule again.