Resource Assignment Alert Configuration Form

You can set up a Resource Planning Assignment Alert so that a message is sent to the assigned resource's supervisor as well as the resource, unless the supervisor is the one who makes the assignment.

Location

To display the form, complete the following steps:

1. From the Vision Navigation menu, click Configuration > General > Company Alerts.
2. From the Folders field on the Alerts Configuration form, select Resource Planning.

Contents

Field	Description
Alert Rule Name	This field displays the names of existing alert rules; or, if you are creating a new alert rule, enter the name of the rule (for example, Resources for All Boston-Based Projects). You can change the name of an existing rule; however, all alert rule names must be unique.
Enabled	Select this option to enable the rule. When the alert is Active, this feature allows you to enable only selected rules, without having to delete any unwanted rules. In other words, if the alert is Active, then Vision will run any one of its Enabled rules. If the alert is not Active, then Vision will not run any of its rules, even if rules are Enabled.
Languages	This column displays if you use the Vision Multilingual module. 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 Employee Info Center 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.
The Plan: Include Utilization	In the alert configuration, if Include Utilization is selected for the Plan, only plans for which the Include in Utilization and Project Reports option (located on the Plan’s General tab) is selected will be included in the alert. If the Include Utilization option is not selected, then changes made to any plan will be included in the alert.
Send To
Supervisor	Select this option if you want to send the alert to the supervisor(s).
Assignee	Select this option if you want to send the alert to the assignee.
Selected Employees	Select the employee(s) to whom you want to send the alert.
Delivery Options	You can select one or both of these options. Email Select this option if you want Vision to send the alert via email. If you select this option, complete the Email Options fields. Dashboard Select this option if you want Vision to send the alert via the dashboard.
Email Options	If you selected Email for the delivery option, these fields are activated.
Subject	Enter the subject text for the email.
Message	Enter the message text for the email. You can either enter text directly into this field or you can use the text editor, which provides formatting tools.