Set Up Alerts for Project Created from Plan

Project Created from Plan alerts notify team members when a new project is created from a plan, in either of the following ways: when a user selects Create Project from Plan from within the plan, or when a project is created from a plan via Workflow.

To set up Project Created from Plan alerts:

1. From the Vision Navigation menu, click Configuration > General > System Alerts.
2. In the Folders field on the Alerts Configuration form, select Resource Planning.
3. In the Alert field, select Project Created from Plan.
4. Select the Active option to enable the alert. If no rules exist for this alert, the Active option is disabled.
5. Click Options to select an existing alert rule or to create a new rule. If a rule was already assigned to this alert, <options selected> displays in this field.
6. To remove the option for this alert, delete <options selected>.
7. Click Save.