Set Up Alerts for Resource Assignment

Resource Assignment alerts notify selected employees when an employee resource assignment is added to a plan, changed in some way, or deleted from a plan. The alert is triggered when the updated plan is published.

To set up Resource Assignment 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 Resource Assignment.
  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 Resource Assignment Alert Configuration dialog box, and then select the Active check box for the alert.
  5. Click Save.