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What is an assignment alert in Resource Planning?

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Background

Resource assignments allow you to manage your resources by assigning them to projects. Assignment alerts can be sent to the assignee to notify them and share key information about their assignment.

Answer

You can create assignment alerts to notify the assignee and share key information about their resource assignment. Assignment alerts are customizable and sent via SMS, email, or Resource Planning/LaborChart app based on the assignee's choice. Here are a few examples:

SMS Alert Email Alert In-App Alert
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Assignment alerts can be sent at the time assignments are created or when an update is made. You can also send assignment alerts at any other time of your choosing.

Recipients can respond to some assignment alerts as well. See What messages and alerts can people respond to in Resource Planning?

Depending on how the recipient wants to receive assignment alerts, people must have the following setting(s) enabled in their profile on the People List:

  • Enable SMS. Enables people to receive SMS messages from Procore about their resource assignments. 
    Notes: 
    • Message and data rates may apply.
    • If enabling SMS notifications, a phone number is required.
  • Enable Email. Enables people to receive email messages from Procore about their resource assignments. 
    Note: If enabling email notifications, a phone number is required.
  • Enable Mobile Notifications. Enables people to receive alerts through the Resource Planning/LaborChart app about their workflow assignments. See What is the Resource Planning/LaborChart app?

To update these settings, see Edit People in Resource Planning.