Contents of the Plan Creation, Modification or Deletion Dialog Box

Use these fields and options to set up alerts to notify employees when project and opportunity plans are created, changed, or deleted.

Alerts Grid

Field	Description
Grid Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
New	Click this option to insert a row beneath the current row.
Copy	Click a row and then click this option to add a copy of the selected row to the grid.
Delete	Click a row and then click this option to delete it.
Alert Rule Name	Select an existing alert rule name or enter a new one. You can change the name of an existing rule. Each rule name must be unique.
Enabled	Select this option to enable the rule. When the alert is active, you can enable only selected rules, without having to delete any unwanted rules. In other words, if the alert is active, then any of its enabled rules can run. If the alert is not active, then none of its rules can run.
Languages	If you use multiple languages, use this column to select the language for this alert. Only employees with the selected language receive the alert. However, if you leave this column blank, all employees receive this alert regardless of their designated language. For example, if you create an email alert for English US and English UK, then only the users that have English US or English UK in the Language field in the Employees hub receive that message. The system administrator must set up a separate alert rule for Spanish employees to receive a message in Spanish. The Language field displays <languages selected> if any languages are selected.

Send To

Select the employees or employee groups to receive the alert.

Field	Description
Project Team Role	Select this option to send the alert to the project team role that you select from the drop-down list.
Principal	Select this option to send the alert to the project principal (specified on the General tab of the Projects hub).
Project Manager	Select this option to send the alert to the project manager (specified on the General tab in Projects hub).
Supervisor	Select this option to send the alert to the project supervisor (specified on the General tab of the Projects hub).
Selected Employees	Select the employees to receive the alert.

Alert Criteria

Field	Description
Selected Plans	Select the plans for which you want to send alerts.
Notify if plan is created	Select this option if you want an alert to be sent when a plan is created. The alerts are triggered when a new project or opportunity is created because a new plan is created at that point as well.
Notify if plan is modified	Select this option if you want an alert to be sent when a plan is changed. The alerts are triggered when a modified plan is published.
Notify if plan is deleted	Select this option if you want an alert to be sent when a plan is deleted. The alerts are triggered when a project or opportunity is deleted because the associated plan is also deleted.

Suppress Alerts if Modified by

Field	Description
Principal	Select this option if you want to suppress the alert when the plan is modified by the principal associated with the plan.
Supervisor	Select this option if you want to suppress the alert when the plan is modified by the supervisor associated with the plan.
Project Manager	Select this option if you want to suppress the alert when the plan is modified by the project manager.
Current User	Select this option if you want to suppress the alert when the plan is modified by the current user.

Delivery Options

You can select one or both of these options.

Field	Description
Email	Select this option to send the alert via an email message. Links in the email message provide easy access to the appropriate application area. If you select this option, complete the corresponding Email Options.
Notification Center	Select this option to send the alert via the notification center.

Email Options

These options are available when you select Email for the delivery option.

Field	Description
Subject	Enter the subject for the email message. Click Insert Field to open the Column Selection dialog box and select related fields to add to the subject text.
Message Text Box	Select one or more of the following actions: Enter text directly in the text box. Position the cursor in the text box and click Insert Field to open the Column Selection dialog box and select related fields to add to the email message text. Click Edit to use formatting options on the Text Editor dialog box as you enter text.

If you insert the :RecordLink field in either the subject or message text, the alert notifications will include a link that recipients can use to display the plan in the Projects hub or, if the plan is for an opportunity, in Project View.