Set Up Alerts for Plan Creation, Modification, or Deletion

Plan Creation, Modification, or Deletion alerts notify specified employees when a new project or opportunity plan is created, changed, or deleted.

Because a plan is created automatically when a project or opportunity is created and is deleted when a project or opportunity is deleted, the alert for a created and or deleted plan is triggered when its project or opportunity is created or deleted. The alert for a plan modification is triggered when the modified plan is published.

To set up Plan Creation, Modification, or Deletion alerts:

1. On the Navigation menu in the desktop application, click Settings > General > System Alerts.
2. In the Folders field on the System Alerts Configuration form, select Resource Planning.
3. In the Alert field, select Plan Creation, Modification or Deletion.
4. To activate an alert, do one of the following:
   • If the Options column contains <options selected>, select the Active check box, click in Options, and click to enable an existing alert rule or to create a new rule.
   • If the Options column is blank, click in Options and click to create a new alert rule in the Plan Creation, Modification or Deletion dialog box, and then select the Active check box for the alert.
5. Click Save.