You can create customized alerts for a specific condition or event. For example, you could set up an alert that sends you an e-mail letting if a fund amount on the funding sheet has reached a certain level.
Alerts are created by creating an Alert-type user-defined report.
To create an alert
1 | Create an Alert report in user-defined reports. |
2 | Open a shell and click Alerts in the Navigator. The Alerts log opens. |
3 | Click New. The Alert window opens. |
4 | Complete the window as described in the following table. |
In this field |
Do this |
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Report Name |
Click the Select button. The list of user-defined alert reports for the shell opens. Select a report from the list and click the Open button.You can also click the Find button and enter search criteria to locate a specific report. Note: Reports that are already used to create an alert are shown with a checkmark. You can create more than one alert for each report. |
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Description |
Populated automatically with the report description, if one exists. |
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Alert Title |
Appears as the title of the alert in the log and on the alert sent. By default, the field shows the report name, but you can change the name. |
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Frequency |
How often you want the alert to be sent when the trigger condition is met:
Times might vary. The times are based on the Primavera Unifier server used. Primavera Unifier servers operate on Pacific Standard Time. Note: If you choose a frequency other than never, you must specify a method and message. |
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Method |
Select one or both of the methods to be notified of the alert. For e-mail, the address in your user profile is used). |
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Message |
Type a message that you want included in the alert. Remember that this is an alert that only you see, so enter as much or as little detail as you need. |
5 | Click OK to close the Alert window. |
To edit alerts
1 | Open a shell and click Alerts in the Navigator. The Alerts log opens. |
2 | Select an alert and click Open. The Alert window opens. |
3 | Make changes to the alert as needed and click OK. |
To delete an alert
Open a shell and click Alerts in the Navigator. The Alerts log opens. Select an alert and click Delete.
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Primavera Unifier 9.10 • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.