Create Custom Assignment Alerts for Projects

In your Resource Planning Settings you can set Default Assignment Alerts to notify people about the details of their resource assignments. However, you may have projects that require their own unique assignment alerts. When you create project assignment alerts, those alerts always override your company's default assignment alerts.

• Required User Permissions

• Custom assignment alerts for projects will override the default assignment alert settings. See Configure Default Assignment Alerts for Resource Planning.

• In addition to the assignee, you can select default recipients that receive custom alerts.

• Messages are limited to 1,200 characters, not including dynamic tokens.

• Responses cannot be configured with custom assignment alerts at the Project level. If you want to receive responses to assignment alerts, you must set use default assignment alerts. See Configure Default Assignment Alerts for Resource Planning.

1. Navigate to the Projects drop-down menu and select Projects List.

2. Select your project.

3. Click the Details tab.

4. Locate the Custom Assignment Alerts section.

5. Click Add Alert next to one of the following triggers:

   • New Assignment. This alert is sent when a person is assigned a new assignment.

   • Change to Existing Assignment. This alert is sent when a change is made to the assignee's existing assignment.

   • Assignment Transfer. This alert is sent when the assignee has been transferred to a new assignment.

   • Deleted Assignment. This alert is went when the assignee's assignment has been deleted.

6. Select how the message is sent.

   • Individual Messages. Individual messages are sent to every recipient and responses are received only by the sender.

   • Group Messages. Group messages are sent to every recipient and responses are received by every recipient as well as the sender.

7. Enter the Subject.

8. Enter the Alert Content. As you type, use placeholders from the dynamic tokens section to automatically populate alert notifications with project details for your recipients.

   Show/Hide Fields

   • 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 Instructions. The Assignments Instructions included in the assignment or request.

   • 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.

   • Scope of Work. The Scope of Work included in the assignment or request.

9. Click Save.

10. Optional: To send custom alerts to default recipients in addition to the assignee, go to the Send Alerts To section and click the edit icon. Select your recipients and click Save.