Set Up Alerts for WBS Level Added or Deleted from Plan

WBS Level Added or Deleted from Plan alerts notify specified employees when a work breakdown structure (WBS) element (a phase or task, for example) is added to, or deleted from, a plan. The alert is triggered when the updated plan is checked in.

To set up WBS Level Added or Deleted from Plan 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 WBS Level Added or Deleted from Plan.
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 WBS Level Added or Deleted from Plan dialog box, and then select the Active check box for the alert.
5. Click Save.