Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Set Up Alerts for Resource Planning

Use the Resource Planning Alerts form to set up alerts that are triggered by key planning events. For a given type of alert, you can define multiple rules that specify the criteria for triggering the alert, who receives the alert, and how it is delivered to the recipients.

For descriptions of the available alerts, see Planning Alerts.

To set up a resource planning alert:

  1. In the Navigation pane, select Settings > Resource Planning > Alerts.
  2. In the grid, click the name of the alert that you want to set up.
  3. On the alert settings dialog box, do one of the following:
    • To add a new rule for the alert, click + Add Rule, enter a name for the new rule in the Add Rule dialog box, and click OK.
    • To add a new rule for the alert by copying an existing rule, select that rule in Alert Rule, and click Copy Rule. You can then make any necessary changes to the copied rule settings.
    • To make changes to an existing rule, select that rule in Alert Rule.
  4. To enable the rule, select Rule Enabled.
    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.
  5. Use other fields and options on the dialog box to specify some or all of the following:
    • Criteria for determining if the alert should be triggered.
    • Who should receive the alert.
    • How the alert should be delivered to the recipients (for example, by email or through the Notification Center).
    • Email subject and message (if you select email as a delivery method).
  6. Do one of the following:
    • To save the rule but leave the alert settings dialog box open so you can add or modify another rule for the alert, click Save Rule. Repeat steps 3 - 6 for each rule.
    • To save the rule and close the alert settings dialog box, click Save and Close.
  7. To activate the alert, select Active for it in the grid on the Resource Planning Alerts form.
    When an alert is active, Vantagepoint triggers the alert when the criteria for one of its enabled rules are met.