How to add rules in a project?

[Phil_Seeman]

@Kiltie_Colavita

Is there a way to add a Rule at the Project > Portfolio level?

No, not currently - rules are only at the task level.

You can vote for them to be added at the project/portfolio level here:

Rules for Portfolios or Projects

Are there any plans to add Rules to Projects or Portfolios? We use Portfolio view to do multi-level reviews of our ongoing projects, and we have a few processes that are tied to our status changes on a project level (At Risk and Off Track trigger a Project Manager to Client communication for example). We would love to be able to apply some automation to the Project Level, and be able to manage it in Portfolio view.