The Out-of-the-Box Notifications have been created to save you time and the burden of creating these Notifications.
This article details the available Out-of-the-Box Workforce Planning Notifications in PSA accessed through Setup > Notifications.
Workforce Planning Notifications
| Name | Title |
Sent to |
|---|---|---|
| Notify Project Manager of Resource hard booking/Allocation | %RESOURCE_NAME% has been hard booked on your Project
|
Project Manager |
| Notify Project Manager of Resource hard booking/Allocation removal | %RESOURCE_NAME% hard bookings have been removed from your Project
|
Project Manager |
| Notify Project Manager of Resource Soft booking/Allocation | %RESOURCE_NAME%has been soft booked on your Project
|
Project Manager |
| Notify Project Manager of Resource soft booking/Allocation removal | %RESOURCE_NAME% soft bookings have been removed from your Project
|
Project Manager |
| Notify Resource Manager of Resource hard booking/Allocation | %RESOURCE_NAME% has been hard booked on a Project
|
Resource Manager |
| Notify Resource Manager of Resource hard booking/Allocation removal | %RESOURCE_NAME% hard bookings have been removed from a Project
|
Resource Manager |
| Notify Resource Manager of Resource Soft booking/Allocation | %RESOURCE_NAME% has been soft booked on a Project
|
Resource Manager |
| Notify Resource Manager of Resource soft booking/Allocation removal | %RESOURCE_NAME% soft bookings have been removed from a Project | Resource Manager |
| Notify Resource Manager of Role hard booking/Allocation | %RESOURCE_NAME% has been booked on a Project
|
Project Manager |
| Notify Resource Manager of Role hard booking/Allocation removal | Some of the Project hard bookings have been removed for %RESOURCE_NAME% |
Resource Manager |
| Notify Resource Manager of Role Soft booking/Allocation | %RESOURCE_NAME% has been booked on a Project
|
Resource Manager |
| Notify Resource Manager of Role soft booking/Allocation removal | Some of the Project soft bookings have been removed for %RESOURCE_NAME% |
Resource Manager |
| Notify User of hard booking/Allocation | You have been hard booked on a Project | Booked User |
| Notify User of hard booking/Allocation removal | Some of your Project hard bookings have been removed | Booked User |
| Notify User of Soft booking/Allocation | You have been soft booked on a Project | Booked User |
| Notify User of Soft booking/Allocation removal | Some of your Project soft bookings have been removed | Booked User |