Project Created from Plan Alert Configuration Form

When you set up Project Created from Plan alerts, Vision will notify team members when a new project is created from a plan. This alert can be triggered when a user selects Create Project from Plan from within the plan or when a project is created from a plan through Workflow.

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. You can change the name of an existing rule; however, all alert rule names must be unique.
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.
Send To
Principal-in-Charge	Select this option if you an alert to be sent to the principal associated with the plan.
Project Manager	Select this option if you want an alert to be sent to the project manager associated with the plan.
Supervisor	Select this option if you want an alert to be sent to the supervisor associated with the plan.
Selected Employees	On the Employee Lookup, select the employee(s) to which you want an alert to be sent.
Alert Criteria
Selected Plans	On the Plan lookup, select the plans for which you want to be alerted.
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 in this field or you can use the text editor, which provides formatting tools.