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Create the Protocol
- Click >Library Manager.
- Navigate to the Protocols library.
- Click Create.
- Enter the Protocol name.
- Select an Asset Type.
Create a filter that defines the type of Assets to apply this protocol.
- Click Finish.
Create the Trigger
- Click View on the Protocol.
- In the Triggers section, click Add.
- Select an Activity.
- Enter the cost of the activity.
- Select the Budget Category for the activity.
- Set the following fields:
- Estimated OCI From
- Estimated OCI Through
- Filter Text
- Plan Years to Skip Before Eligible Again
- Click Save.