Use these fields and options to set up an alert to 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.
Alerts Grid
| Field | Description |
|---|
| Grid Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 New
|
Click this option to insert a row beneath the current row.
|
 Copy
|
Click a row and then click this option to add a copy of the selected row to the grid.
|
 Delete
|
Click a row and then click this option to delete it.
|
| Alert Rule Name
|
Select an existing alert rule name or enter a new one. You can change the name of an existing rule. Each rule name must be unique.
|
| Enabled
|
Select this option to enable the rule. When the alert is active, you can enable only selected rules, without having to delete any unwanted rules. In other words, if the alert is active, then any of its enabled rules can run. If the alert is not active, then none of its rules can run.
|
| Languages
|
If you use multiple languages, use this column to select the language for this alert. Only
employees with the selected language receive the alert. However, if you leave this column blank, all
employees receive this alert regardless of their designated language.
For example, if you create an email alert for English US and English UK, then only the users that have English US or English UK in the
Language field in the
Employees hub receive that message. The system administrator must set up a separate alert rule for Spanish
employees to receive a message in Spanish. The
Language field displays
<languages selected> if any languages are selected.
|
| Field | Description |
|---|
| The Plan: Include Utilization
|
If this check box is selected, only
opportunity plans for which the
Include in Utilization and
Project Reports option is selected will be included along with
project plans in the alert. If the
Include Utilization option is not selected, then changes made to any
opportunity or
project plan will be included in the alert.
|
| Send To:
Supervisor
|
Select this option to send the alert to the
supervisors of the
employees whose assignments were affected.
|
| Send To: Assignee
|
Select this option to send the alert to the
employees whose assignments were affected.
|
| Selected
Employees
|
Select one or more
employees to whom you want to send the alert.
|
Delivery Options
You can select one or both of these options.
| Field | Description |
|---|
| Email
|
Select this option to send the alert via an email message. Links in the email message provide easy access to the appropriate application area. If you select this option, complete the corresponding
Email Options.
|
| Notification Center
|
Select this option to send the alert via the notification center.
|
