Need help on creating a Resource Plan notification in Resource Management

[shaik_irfan]

Hi,

I want to generate a notification when a Resource Plan assigned to resource/user..

Can anyone please help give me some idea how to do this

[Jeff Currier · Accepted solution]

I feel the easiest way is to create a new flow in Flow Designer where the trigger would be the assignment and then the action is the notification.

The hard part is deciding if you really want to send this simply when they are assigned.  People could be assigned to a plan even in the demand phase long before work is to start and even before the demand is approved as a project.  Do you really want to send a notification at assignment or when work is set to start?

There are some project task notifications inactive by default.

[shaik_irfan]

Hi @JeffCsn ,

Thats a valid point probably i will put the same to create send a notification when project task or story is assigned.

Another small clarification in Resource Management, When a Resource Plan is created for X project how come Resource Manager knows that they some Y resource manager needs to be act on it. Since i dont see any field to assigned a Resource Manager how the actual funcitonality in regards to Resource Management ?

I thought it triggers to Resource Group manager but it happens only when the Resource type is group what if i select FTE or specific user or role type how come actually Resource Manager and which Resource manager act on the created Resource Plan. 

Need your valuable thoughts on this 🙂

[Jeff Currier]

From the docs.

A user with the resource_user role can be a resource requester. Project managers are used as resource requesters in many examples because they typically have the resource_user role.

A resource requester creates a resource plan to request user or group resources for tasks. Any type of task, such as a change request, a task in the Agile scrum process, or a project task can be added to a resource plan.

After a resource plan is submitted, a resource manager reviews the plan, confirms the resources, and finally allocates resources for the plan. If all parties agree, the resources begin work.

[shaik_irfan]

@JeffCsn ,

Thank you for the explanation that helps alot. But again the last point when you say a resource manager reviews the plan how come resource manager knows that resource plan is created and this needs to be review by myself. A company may multiple resource manager how we can set this resource manager needs to take care.

Does the project manager needs to update a resource manager manually letting know that i created a resource plan please review something like that ?