You can define a Phase Modified event. This event type generates an alert whenever one or more of the following fields is modified in any of the phases relating to the specified item(s):
Status, % Complete, Health, Planned Start, Planned End, Forecast Start, Forecast End, Actual Start, Actual End.
It is possible to automatically create a Phase Modified alert. For more information refer to Creating a Specific Phase Alert.
To define a Phase Modified event:
- Select Phase Modified from the Event drop-down list.
- Select any of the following options to set the scope of the alert. Depending on your choice, different scope options become available:
- Entire System: The following three options are available:
- For any item: Check off this option to trigger an alert whenever any phase of any item throughout the entire system is modified.
- For any portfolio: Check off this option to trigger an alert whenever any phase of any portfolio throughout the entire system is modified.
- Both item and portfolio: Check off both options to trigger an alert whenever any phase of any item and/or any portfolio throughout the entire system is modified.
Note: The Entire System option is visible only to authorized users. For more information on authorized users refer to Security.
- Root (Items and Portfolios) Folder: The alert is triggered whenever a phase within any item or portfolio in the root is modified.
- Portfolio (of portfolios): The following two options are available:
- For the selected portfolio: The alert is triggered whenever a phase is modified within the selected portfolio.
- For any portfolio in the selected portfolio: The alert is triggered whenever a phase is modified within any of the portfolios in the selected portfolio.
- Portfolio (of items): The following two options are available:
- For the selected portfolio: The alert is triggered whenever a phase is modified within the selected portfolio.
- For any item in the selected portfolio: The alert is triggered whenever a phase is modified within an item in the selected portfolio.
- Item: The alert is triggered whenever any phase is modified within the item.
- Entire System: The following three options are available: