Defining Deliverable Modified Events

You can define a Deliverable Modified event. This event type generates an alert whenever one or more of the following fields is modified in any of the deliverables relating to the specified item: Completed, Mandatory, Name, Owner, Approver, Due Date, Link, Description. In addition, creating or deleting a deliverable will trigger the alert.

It is possible to automatically create a Deliverable Modified alert. For more information refer to Creating a Specific Deliverable Alert.

To define a Deliverable Modified event:

  1. Select Deliverable Modified from the Event drop-down list.
  2. 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 a deliverable of any item throughout the entire system is modified.
      • For any portfolio: Check off this option to trigger an alert whenever a deliverable of any portfolio throughout the entire system is modified.
      • Both item and portfolio: Check off both options to trigger an alert whenever a deliverable of any item and/or 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 deliverable is modified within any item or portfolio in the root.
    • Portfolio (of portfolios): The following two options are available:
      • For the selected portfolio: The alert is triggered whenever a deliverable is modified within the selected portfolio.
      • For any portfolio in the selected portfolio: The alert is triggered whenever a deliverable 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 deliverable is modified within the selected portfolio.
      • For any item in the selected portfolio: The alert is triggered whenever a deliverable is modified within an item in the selected portfolio.
    • Item: The alert is triggered whenever a deliverable is modified within the item.

Related Topics

Step 3: Defining Event Information

Defining Item/Portfolio Added to Portfolio Events

Defining Category Value Condition Met Events

Defining Category Indicator Condition Met Events

Defining Multiple Category Conditions Met Events

Defining Phase Modified Events

Defining Action Item Modified Events



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Last Published Thursday, December 10, 2020