Assign or Edit a User's Notification Profile in Resource Planning

Objective

To manage what notifications a user receives from Resource Planning.

Background

You can configure Resource Planning to automatically send notifications when information changes about project, people, assignments or requests. Notification profiles are created to indicate what notifications should be sent. These notification profiles are then assigned to users so that they receive the designated notifications.

Things to Consider

Required User Permissions
Only people who are a 'User' or 'Both' can be assigned a notification profile.
Notifications can be received by email, the LaborChart/Resource Planning mobile app, or in the Resource Planning tool. See View Notifications in Resource Planning.
- To receive notifications via email, recipients must have the 'Enable Email' checkbox selected, and an 'Email Address' entered on their Resource Planning profile. See Edit People in Resource Planning.
- To receive notifications through the LaborChart/Resource Planning mobile app, recipients must have the 'Enable Mobile Notifications' checkbox marked on their Resource Planning profile. See Edit People in Resource Planning.
Users can only be assigned on notification profile at a time.
Users cannot respond to notifications.

Prerequisites

Configure Notification Profiles for Resource Planning

Steps

Navigate to the Company level Resource Planning tool.
Click People and select People List.
Locate the user record to modify. Then click their name.
Locate the 'Info' section and click Edit.
Locate 'Notification Profile' and select the profile with the notifications the user should receive.
Click Save.