View Assignment Alerts in Resource Planning

Assigning resources to projects helps you manage your team efficiently. You can create alerts to notify assignees and share key project details. Track these alerts and their statuses directly on the Communications dashboard.

• Required User Permissions

• Beta

• Legacy

1. Navigate to the company's Resource Planning tool.

2. Click the Communications (Beta) tab.

3. Click Alerts from the drop-down menu.
   

4. View Alerts.

   • Alert View

     1. Select a view to see alerts based on status:

        • Sent

        • Delivered

        • Replied

        • Failed

        • Drafts

        • Scheduled

        • No Response

   • Alert Details

     1. In the 'Date/Time Sent' column, select the envelope icon for the alert to view the details.

   • Column Order

     1. Click and hold the column header. Then move it to the desired location using a drag and drop operation.

   • Pinning and Sizing

     1. Click the vertical ellipsis for the column. Then select from the following options:

        • Pin Column: Click to pin the column to a specific side or remove the pin.

          • Pin Left

          • Pin Right

          • No Pin

        • Autosize This Column: Click to automatically adjust the size of this column.

        • Autosize All Columns: Click to automatically adjust the size of all column.

        • Reset Columns: Click to reset the columns to the default settings.

1. Navigate to the company's Resource Planning tool.

2. Click Communications and select Alerts.

3. View Alerts.

   • Filter

     1. Click the filter icon.

     2. Select from the following filters:

        • Has Reply Options

          • Yes

          • No

        • Reply Counts

          • All Recipients Replied

          • Only Partially Replied To

          • Received No Replies

        • Projects

   • Filter by Status

     1. Click the status filter and select the status of notifications you want to view.
        

   • Search

     1. Click the Search Recipients box and enter the recipient's name.

     2. Tap ENTER on your keyboard to search.