Resource Planning Gantt User Guide

You can send resource assignment alerts from the following places in Resource Planning:

• Assignments List

  • Send alerts to individual or multiple assignees.

• Assignments List (Beta)

  • Send alerts to individual or multiple assignees.

• Assignments Boards

  • Send alerts to all assignees for a project for a certain date or within a date range.

• Assignments Gantt

  • Send alerts to all assignees for a project for a certain date or within a date range.

• Assignments Gantt (Beta)

  • Send alerts to all assignees for a project for a certain date or within a date range.

Send Assignment Alerts from the Assignments List

From the Assignments List, you can send assignment alerts for individual assignments or multiple assignments.

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Assignments List.

3. Mark the checkboxes for the assignments for which you want to send the assignment alert.

4. Click Batch Actions.
   

5. Click Send Alerts and select from the following to:

   • Send Immediately. Select this to send the alert immediately, then click Send.

   • Schedule. Select this to schedule the alert to be sent in the future.

     1. Select the Date and Time to send the alert.

     2. Click Save.

   • Save Draft. Select this to save the alert as a draft.

Send Assignment Alerts from the Assignments List (Beta)

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Assignments List (Beta).

3. Mark the checkbox for each assignment you want to send an alert for.

4. Click the send icon and select when to send the alert:

   • Send Immediately. Select this to send the alert immediately, then click Send Alerts.
     Note: This will send the alert immediately based on the default or project assignment alert settings.

   • Schedule. Select this to schedule the alert to be sent in the future.
     Note: You can edit or send the scheduled alert at a later time. See Manage Scheduled Assignment Alerts.

     1. Select the Date and Time to send the alert.

     2. Click Schedule Send.

   • Save Draft. Select this to save the alert as a draft. Then click Save Draft Alerts.
     Note: You can edit or send the draft at a later time. See Manage Draft Assignment Alerts.

Send Assignment Alerts from the Assignments Boards

From the Assignments Boards, you can send assignment alerts for all assignments for project on a certain date, or within a certain date range.

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Assignments Boards.

3. Click the ellipsis for the project for which you want to send the assignment alert.

4. Select Send Assignment Alerts.

5. Select Current Viewing Day to send the alert to all assignees with an assignment on the date selected
   OR
   Select Date Range to send the alert to all assignees with an assignment within the date range selected.

   1. Start Date. Select the start date of the date range.

   2. End. Select the end date for the date range.

      • Select Date and select the End Date to choose a specific end date for the range.

      • Select Weeks and enter the Number of Weeks for the date range.

6. Select when to send the alert:

   • Send Immediately. Select this to send the alert immediately, then click Send.

   • Schedule. Select this to schedule the alert to be sent in the future.

     1. Select the Date and Time to send the alert.

     2. Click Save.

   • Save Draft. Select this to save the alert as a draft. Then click Save.

7. For the Alert that you choose, enter the information you would like to include in the Subject and Message.

8. Add the Dynamic Tokens that you want to appear in your alerts, to customize the information for the person receiving the alert:

   • Assignee's Name. The assignee's first and last name.

   • Assignee's Email. The assignee's email address.

   • Assignee's Phone. The assignee's phone number.

   • Assignee's Job Title. The assignee's job title.

   • Assignment Start Date. The assignment's start date.

   • Assignment End Date. The assignment's end date.

   • Assignment Start Time. The assignment's start time.

   • Assignment End Time. The assignment's end time.

   • Assignment Work Days. The assignment's work days.

   • Project Name. The project's name.

   • Project Address. The project's address.

   • Project City. The project's city.

   • Project State. The project's state.

   • Project Postal Code. The project's postal code.

   • Project Country. The project's country.

   • Project Number. The project number.

   • Project Status. The project's status.

9. Select the 'Message Type'

10. Click Review Recipients.

11. Click Send.

Send Assignment Alerts from the Assignments Gantt

From the Assignments Gantt, you can send alerts for all assignments for project on a certain date, or within a certain date range.

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Assignments Gantt.

3. Select Projects.
   

4. Click the ellipsis for the project for which you want to send the assignment alert.

5. Select Send Assignment Alerts.

6. Select Current Viewing Day to send the alert to all assignees with an assignment on the date selected.
   OR
   Select Date Range to send the alert to all assignees with an assignment within the date range selected.

   1. Start Date. Select the start date of the date range.

   2. End. Select the end date for the date range.

      • Select Date and select the End Date to choose a specific end date for the range.

      • Select Weeks and enter the Number of Weeks for the date range.

7. Select when to send the alert:

   • Send Immediately. Select this to send the alert immediately, then click Send.

   • Schedule. Select this to schedule the alert to be sent in the future.

     1. Select the Date and Time to send the alert.

     2. Click Save.

   • Save Draft. Select this to save the alert as a draft. Then click Save.

8. Click Edit Alert Template to edit the assignment alert.

   1. For the Alert that you choose, enter the information you would like to include in the Subject and Message.

   2. Add the Dynamic Tokens that you want to appear in your alerts, to customize the information for the person receiving the alert:

      • Assignee's Name. The assignee's first and last name.

      • Assignee's Email. The assignee's email address.

      • Assignee's Phone. The assignee's phone number.

      • Assignee's Job Title. The assignee's job title.

      • Assignment Start Date. The assignment's start date.

      • Assignment End Date. The assignment's end date.

      • Assignment Start Time. The assignment's start time.

      • Assignment End Time. The assignment's end time.

      • Assignment Work Days. The assignment's work days.

      • Project Name. The project's name.

      • Project Address. The project's address.

      • Project City. The project's city.

      • Project State. The project's state.

      • Project Postal Code. The project's postal code.

      • Project Country. The project's country.

      • Project Number. The project number.

      • Project Status. The project's status.

9. Click Review Recipients.

10. Click Send.