Alerts Overview

Contents

Use the Alerts object to view documents that require attention. In the Alerts object, documents in your court are classified based on three priority levels: High, Normal, and low. Click the priority level to view all the documents in your court for that level. You can then click on the document title to open that document.

You can create alerts to notify you when a document meets a condition that you specify. When you Define a New Alert, designate the type of alert and assign the critical levels (High, Medium, and Low) that will trigger the alert. The Alerts object displays the number alerts for each priority level. You can click a level to view all documents that meet that alert criteria.

The Subscriptions Dialog Box displays documents in your court based on the alert priority level (High, Medium, or Low). You can also configure other ways of listing documents in the list using the Customize Workspace Alerts Object Dialog Box.

Alerts Refresh Processing

Alerts are refreshed globally, and not on a per-user basis. The alerts update and refresh processing is a system-wide process that is run in the background on the server. This refresh process is automatically scheduled to run on server startup and again based on the alerts refresh interval. This interval is specified in the AlertsRefreshInterval field of the Preferences section in the Primavera Administrator utility (Administration Config utility).

Alerts can also be refreshed manually through the Define Alerts Dialog Box, accessible from the Control Center. As alerts are processed globally, subscribing or unsubscribing a user from an existing alert does not require a refresh of alerts.

The timestamp next to Last System Refresh within the Alerts object on the Control Center displays the time when Alerts were last processed.

Notes:

• You can Subscribe to Alerts from the Define Alerts Dialog Box.
• High level alerts display a document icon with an exclamation point (). Normal alerts have a regular document icon (). Low level alerts display a document icon with a blue down arrow ().
• Alerts are database specific. The projects included in the alerts list come from the Project View. When you select a node from the Project View, Contract Management displays alerts for all projects in that view.
• You can assign multiple contacts to an alert. For example, a project manager and an owner may both monitor the number of issues created each week.
• You can forward an alert to another contact’s inbox for follow-up by selecting the alert in the alerts list and clicking Forward.
• From the Alerts object, click Customize to open the Customize Workspace Alerts Object Dialog Box to set preferences for which alerts appear in the Alerts object in the Workspace. From here you can also select which documents appear in the alerts list and how they are organized.
• You can see a list of all alerts in the Select Alert Type Dialog Box.
• If you have selected the option Exclude Alerts from Closed and Rejected Projects in the Customize Actions and Alerts Refresh Dialog Box, then alerts from closed and rejected projects will not be included in the Alerts log window or Control Center object after the refresh process runs.