As an admin, you create and maintain the conditions and decision rules that determine whether an order item qualifies as a project to be tracked in Strategic Portfolio Management. You also specify the project template that Order Management uses to create a project for an order item.

Set the conditions and decision rules for project oversight of order lines and their associated domain orders and order tasks by using Decision Builder forms. These forms have a decision table that specifies the conditions and rules applied by Order Management when determining eligibility for project oversight.

For example, in the Project Oversight Management for Order Line Item form, you use the decision table to add or change condition columns. You also specify the decision rules, including the project template, to be applied.

Figure 1. Project Management Oversight for Order Line Item
Project oversight conditions including Specification, Account, Location, and Offering that an order line must match and the project template used to create the project for the order line.

For more information on adding or changing conditions in decision tables, see Creating decision tables in Decision Builder and Modifying decision tables in Decision Builder.

Note: If Order Management demo data is installed, the decision table for each project oversight form displays the condition columns and the decision rows added for demo data. You can add, change, or delete the condition columns and decision rows as needed.