PM – Notification of Hard Booked Resources – Postgres
This notification process sends an email to the Manager of an investment (Project, Application, Idea, etc) when the resource assigned to the team has been hard booked. The process should be scheduled to run on a daily basis as the logic in it looks to all resources where their Booking Status has been changed from Soft to Hard on the day that the process is run. It compares the audit trail date change field to the system date.
If the process is not scheduled to run daily no notification will occur on hardbookings from previous days.
Download Details
RegoXchange Content ID: EX1001
Submission Date:
Submitter:
Content Type: Clarity Studio
Related Modules: Project Management
Company: Rego Consulting
Version Support
Versions Supported: 15.x, 16.x
Special Instructions
Special Instructions: The process works by referencing the audit trail. It will require clients to establish an audit trail on the Team object – Booking Status field. Additionally the From email address in the script will need to be updated to reflect an appropriate address in the target organization.
