I am looking for an automation that would automatically staff a member (update record) in the PM field
PM Field: PMa / PMb / PMc Project Phase Field: A / B
Each PM can not have more than 4 projects in phase A
Each PM can not have more than 8 projects in phase B
PM with the least amount of total projects in phase A+B get staffed,
PM with the least amount of projects in phase A get staffed,
if all matches, randomly staff one PM.
if all PMs are overloaded, staff the one with the least amount of project in phase A+B
Would love to have help with the script for the custom rule above. Appreciate all the help and thanks in advance!!