Set Up Alerts for Project Created from Plan

Project Created from Plan alerts notify 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 the plan, or when a project is created from a plan via Workflow.

To set up Project Created from Plan alerts:

1. On the Navigation menu, click Settings > General > System Alerts.
2. In the Folders field on the System Alerts Configuration form, select Resource Planning.
3. In the Alerts grid, select the row that displays Project Created from Plan in the Alert field.
4. Select the Active option to enable the alert. If no rules exist for this alert, the Active option 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.