The Resource Planning Assignment Alert can be configured to be sent to the assigned resource as well as the assigned resource's supervisor (referenced in Employee Info Center). When the supervisor is selected to receive the alert it will be sent, except when the user making the assignment within the plan is the assignee/employee's supervisor.
If you want the alert to be sent to a small subset of the employees in the database, you can select specific employees with the employee lookup in the alert configuration. When you select specific employees, the individual employee(s) will receive an alert with all of resources assigned or updated when the changes are saved.
In the alert configuration, if
Include Utilization is selected for the plan, only plans where the Include in Utilization and Project Reports option (located on the Plan’s General tab) is selected are included in the alert. If the
Include Utilization option is not selected, then changes made to any plan are included in the alert.
To set up Resource Assignment alerts, complete the following steps:
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From the Vision Navigation menu, click
.
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In the
Folders field on the Alerts Configuration form, select
Resource Planning.
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From the
Alert field, select
Resource Assignment.
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Select the
Active option to enable the alert throughout Vision; if no rules exist for this alert, the
Active field is disabled.
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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.
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To remove the option for this alert, delete
<options selected>.
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Click
Save.