Who runs the job. Probably the single most valuable module to route after leads, because a project without an owner drifts quietly for weeks.
What you would route on
Any field on the module can be used, including ones you have added yourself. These are the ones businesses reach for:
| Field | Why you would route on it |
|---|---|
| Customer | Keep a client’s projects with their manager. |
| Value or budget | Large projects to a senior PM. |
| Start date | Route by who is free this month. |
| Code prefix | If your codes encode a service line. |
A worked example
An interiors firm routes projects by value: anything above ₹20 lakh to the two senior project managers in turn, everything else across the wider team. Caps stop one PM being handed four large jobs in a week.
Caps and overflow
| Setting | Worth it here? |
|---|---|
| A cap per person | Yes, and per week or month rather than per day — projects are not a daily arrival. |
| An overflow owner | Yes. |
Where to go next
- Writing the rule
- When it runs — on create, on edit, or both
- Capping how much each person gets
- Where the overflow goes
Something missing or wrong here? Tell us. A question that needed asking usually means a page that needed writing.