Project Created from Plan Alert Configuration Dialog Box
Project Created from Plan alerts notify team members when a new project is created from a plan. This alert can be triggered when a user selects Create Project from Plan from the plan or when a project is created from a plan through Workflow.
Location
To display the dialog box:
- From the Vision Navigation menu, click .
- In the Folders field on the Company Alerts Configuration form, select Resource Planning.
- In the grid, click Project Created from Plan and then click .
Contents
Alerts Grid
Send To
Select the employee(s) or employee group(s) to receive the alert.
Alert Criteria
Field | Description |
---|---|
Selected Plans | On the Plan lookup, select the plans for which you want to be alerted. |
Delivery Options
You can select one or both of these options.
Email Options
These options are activated when you select Email for the delivery option.