Set Up Alerts for WBS Level Added or Deleted from Plan

When you set up WBS Level Added or Deleted from Plan alerts, Vision notifies specified employees when a Work Breakdown Structure (WBS) level is added to, or deleted from, a plan.

To set up WBS Level Added or Deleted from Plan alerts, complete the following steps:

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 WBS Level Added or Deleted from Plan.
4. Select the Active option to enable the alert throughout Vision; if no rules exist for this alert, the Active field 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.