Set Up Alerts for Project Created from Plan

When you set up Project Created from Plan alerts, Vision notifies team members when a new project is created from a plan, in either of the following ways: when a user selects Create Project from Plan from within the plan, or when a project is created from a plan through Workflow.

To set up Project Created from Plan alerts, complete the following steps:

1. From the Vision Navigation menu, click Configuration > General > System Alerts.
2. In the Folders field on the Alerts Configuration form, select Resource Planning.
3. In the Alert field, select Project Created from Plan.
4. Select the Active option to enable the alert throughout Vision; if no rules exist for this alert, the Active field is disabled.
5. Click Options to select an existing alert rule or to create a new rule. If a rule was already assigned to this alert, <options selected> displays in this field.
6. To remove the option for this alert, delete <options selected>.
7. Click Save.