Defining Phase Modified Events

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:

  1. Select Phase 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 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.