Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the WBS Level Added or Deleted Dialog Box

Use these fields and options to notify specified employees when a work breakdown structure (WBS) element (a phase or task, for example) is added to, or deleted from, a project plan. The alert is triggered when the updated plan is checked in.

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 WBS Level Is

Select the event or events for which you want to be notified:

  • Added

  • Deleted

  • Added or Deleted

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.