You must have administrator rights to access this feature.
You must have a Cartegraph OMS advanced feature extension to access this feature.
- Click >Library Manager.
- Navigate to the Protocols library.
- Click Create.
- Enter the Protocol name.
- Select an Asset Type.
OPTIONAL: Create a filter that defines the type of Assets to apply this protocol.
- Click Finish. Now it's time to add the Triggers.
- Click View on the Protocol.
- In the Triggers section, click Add.
- Select an Activity.
- Enter the cost of the activity.
- Choose the Budget Category for the activity.
- Fill in the related fields.
- Estimated OCI From
- Estimated OCI Through
- Filter Text
- Plan Years to Skip Before Eligible Again
- Click Save.