Automatically
Reroute Projects to a Schedule

How rerouting Projects to a Schedule with Excel File Works

1. Step 1: Add Excel File as database connection.

   30 seconds
2. Step 2: Create a business rule to take Projects from Excel File and put to a Schedule table in Excel File.

   10 minutes
3. Create more rules as needed, like completing an order by an employee.
4. Step 3: Create a goal rule with a check that all required actions are completed (like all orders are satisfied).

   1 minute
5. Step 4: Click “Create a new Process” to connect your data from Excel File (and/or other sources) with rules you just wrote.

   15 seconds
6. That’s it! You just saved most of the management work and optimized the process! 

Business Challenge