Set Up Alerts for Resource Assignment

You can set up the Resource Planning Assignment Alert to notify both the assigned resource and the assigned resource's supervisor (specified in the Employee Info Center). If you do so, the supervisor receives the alert, unless the user making the assignment the plan is the supervisor of the assigned resource.

To send the alert to a subset of employees, select employees on the employee lookup in alert configuration. When you select specific employees, the individual employee(s) receive an alert with all of resources assigned or updated when the changes are saved.

In 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 are included in the alert. If the Include Utilization option is not selected, then changes made to any plan are included in the alert.

To set up Resource Assignment 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 Resource Assignment.
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.