Contents of the Plan Creation, Modification or Deletion Dialog Box

Use these fields and options to set up alerts to notify specified employees when someone creates a new project plan or changes or deletes an existing plan.

Toolbar

Field	Description
Save Rule	Click this option to save your entries but leave the dialog box open so that you can continue working on the alerts. Click Save and Close to save your entries and close the dialog box.
+ Add Rule	Click this option to add a new rule for the alerts.
Copy Rule	Click this option to add a new rule by copying the currently selected rule. All rule information except the name is copied. You can then make changes to the new rule.
Delete Rule	Click this option to delete the currently selected rule.

Rule

Field	Description
Alert Rule	Select the rule that you want to view or make changes to. The other entries you make on the dialog box apply to the rule currently selected in this field.
Rule Enabled	Select this check box to enable the rule. When the alert is active, any of its enabled rules can run, and disabled rules do not run. If the alert is not active, none of its rules can run, regardless of this setting.
Languages	If Vantagepoint is set up to use multiple languages, you can select one or more specific languages for the rule. Only employees who use one of the selected languages receive the alert when it is triggered by that rule. However, if you leave this field blank, all employees who are selected as recipients, regardless of their designated language, receive the alert. For example, if you create an alert rule for US English and International English that is delivered using email, only the employees who have US English or International English as their designated language in the Language field in the Employees hub receive the email message in English specified for that rule. The system administrator must set up a separate rule for Spanish employees to have them receive an equivalent email message in Spanish.

Alert Criteria

Field	Description
Selected Projects	To set up the alert rule to apply only to selected projects, select those projects in this field.
Notify if Plan Is Created	Select this option if you want an alert to be sent when a plan is created. The alerts are triggered when a new project is created because a new plan is created at that point as well.
Notify if Plan Is Modified	Select this option if you want an alert to be sent when a plan is changed. The alerts are triggered when a modified plan is published.
Notify if Plan Is Deleted	Select this option if you want an alert to be sent when a plan is deleted. The alerts are triggered when a project is deleted because the associated plan is also deleted.

Suppress Alerts if Modified By

Field	Description
Principal	Select this option if you want to suppress the alert when the plan is modified by the principal associated with the project.
Supervisor	Select this option if you want to suppress the alert when the plan is modified by the supervisor associated with the project.
Project Manager	Select this option if you want to suppress the alert when the plan is modified by the project manager.
Current User	Select this option if you want to suppress the alert when the plan is modified by the current user.

Show Alert To

Select the types of employees or a set of specific employees to receive the alert.

Field	Description
Principal	Select this option to send the alert to the project principals.
Project Manager	Select this option to send the alert to the project managers.
Supervisor	Select this option to send the alert to the project supervisors.
Selected Employees	Select specific employees to receive 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 related fields under the Email heading.
Notification Center	Select this option to send the alert via the notification center.

Email

These fields are available when you select Email as an alert delivery method.

Field	Description
Subject	Enter the subject for the email message. Click Insert Field to open the Column Selection dialog box and select related fields to add to the subject text.
Message	Do one or more of the following: Enter text directly in the text box. Position the cursor in the text box and click Insert Field to open the Column Selection dialog box and select related fields to add to the email message text. Click the down arrow at the right end of the text box toolbar to use formatting options as you enter text.
	If you insert the :RecordLink field in either the subject or message text, the alert notifications will include a link that recipients can use to display the project plan in the Projects hub.

Buttons

Field	Description
Save and Close	Click this button to both save your latest entries and close the dialog box. If instead you want to save your entries but continue working in the dialog box, click Save Rule near the top of the dialog box.
Cancel	Click this button to close the dialog box. Unsaved work is discarded.