An assignment alert is a notification that can be sent to your team to notify them of new and edited resource assignments. In Resource Planning settings, you can set up default assignment alerts that automatically include specific pieces of information about a project and the assignment each time an alert is sent.

• Required User Permissions

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

• Default assignment alerts are applied to all projects. However, assignment alerts set up at the Project level override these default assignment alert settings. See Custom Assignment Alerts for Projects.

• You can configure assignment alerts to receive responses.

  • Responses can only be enabled with default assignment alerts and cannot be enabled for project-specific alerts.

  • Depending on the settings in the profile details, people can respond by SMS, email or in the Resource Planning/LaborChart app. See What messages and alerts can people respond to in Resource Planning?

  • Message and data rates may apply when sending or receiving SMS messages.

1. Navigate to the Company level Resource Planning tool.

2. Click the Configure Settings icon.

3. Select Assignment Alerts.

4. Select Default Content.

5. Enter the information you would like to include in the Subject and Message.

6. To customize assignment alerts, select placeholders from the list to automatically populate them with project details.s.

   Show/Hide Fields

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

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

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

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

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

   • Assignment Start Date. The start date of the assignment.

   • Assignment End Date. The end date of the assignment.

   • Assignment Start Time. The start time of the assignment.

   • Assignment End Time. The end time of the assignment.

   • Assignment Work Days. The work days of the assignment.

   • Project Name. The name of the project.

   • Project Address. The project's address.

   • Project City. The project's city.

   • Project State. The project's state.

   • Project Postcode. The project's postcode.

   • Project Country. The project's country.

   • Project Number. The Project Number.

   • Project Status. The project's status.

   • Project Role Name and Job Title. The name of the person assigned a project role and the title of the role on the project.

   • Project Role Name, Job Title and Email. The name of the person assigned a project role, the title of the role on the project and their email address.

   • Project Role Name, Job Title and Phone Number. The name of the person assigned a project role, the title of the role on the project and their phone number.

   • Project Role Name, Job Title, Email and Phone Number. The name of the person assigned a project role, the title of the role on the project, their phone number and email address.

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

7. Click Save.

8. Optional: To allow recipients to respond to assignment alerts, select Response Configuration. Then, move the toggle for 'Allow Recipients to Respond to Assignment Alerts?' to the ON position.

   1. Select How many predefined responses you would like to display. You can select up to three (3).

   2. For each option, configure the following settings:

      • Response Word. Enter the word the recipient should use to respond.

      • Descriptor Text. Enter a description for what the response word means.

      • In-App Colour. Select a colour to visually represent the response when viewing Alerts. Then click Choose.

9. Click Save.