Send Assignment Alerts

Send Assignment Alerts from the Assignments Gantt (Beta)

Beta

This feature is in beta and available for customers using the Resource Planning tool.

  1. Navigate to the Company level Resource Planning tool.

  2. Click Assignments and select Gantt (Beta).

  3. Right click the project and select Send Assignment Alerts.

  4. Select who to send the alert to.

    • Select to send to people assigned on the current viewing day.

    • Select to send to people assigned within a date range.

      1. Select the start and end dates.

  5. Optional: Schedule delivery

    1. Move the Schedule Delivery toggle to the ON position.

    2. Enter the date to send the alert.

    3. Select the time to send the alert.

  6. Enter the Subject.

  7. Enter the Alert Content or Message. You can select dynamic tokens to display data relevant to the recipient and their assignment. 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 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.


    Resource Planning - Assignment Alerts Conditional Tokens

  8. Save or send the alert.

    • Click Save Draft to save the alert as a draft.

    • Click Send to schedule or immediately send the alerts.

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