Set an Alert Delivery Option

You can assign users and groups to alerts and specify the method of delivery of the message. You can also enter a custom message to the user or keep the default message. The message should be appropriate to all recipients. You cannot specify a different message for different recipients. You can, however, specify different methods of delivery for different users and groups.

When a threshold is met, only one alert will be sent. For example, if you set a threshold to alert users when the Proposed Budget of a project exceeds a certain amount, one alert will be sent. If the Proposed Budget value continues to increase, additional alerts will not be sent.

You do not need security privileges to subscribe or unsubscribe yourself to an alert, provided you have access to the project. A user who does not have access to the project but is assigned to a project alert will not receive a notification.

To add a threshold to an alert:

  1. In the object selector, select Project, select View Projects List, and then select a project name.
  2. From the Main Menu, select Summary & Settings.
  3. On the Summary & Settings page, in the sidebar, select Alerts.
  4. In the Threshold and Alerts settings pane, under the Alerts section, select Assign and then select User or Group.
  5. In the Select User or Select Group dialog box:
    1. Enter part or all of the username, personal name, or group name into the Search field.
    2. Select the name and select Select.
  6. In the name row, select what type of message should be sent from the following options:
    • Notification: Sends a system notification to the user's Notifications panel.
    • Email: Sends an email to the user's email address stored in the LDAP.
  7. (Optional) In the Message field, enter a message that will be sent to the selected users and groups.
  8. Select Save.

This setting is used in the following apps:

Cost and Funds
Schedule
Scope