| Field | Description |
|---|
| Alert Rule Name
|
This field displays the names of existing alert rules; or, if you are creating a new alert rule, enter the name of the rule. You can change the name of an existing rule; however, all alert rule names must be unique.
|
| Languages
|
This column displays if you use the
Deltek Multilingual application. Use this column to select the language for this alert. Only
employees with the selected language receive the alert. However, if you leave this column blank, all
employees receive this alert regardless of their designated language. For example, if you create an email alert for English US and English UK, then only the users that have English US or English UK in the
Language field in the
Employees hub receive that message. The system administrator must set up a separate alert rule for Spanish
employees to receive a message in Spanish. The
Language field displays
<languages selected> if any languages are selected.
|
| Send To
|
|
|
Principal
|
Select this option if you want to send the alert to the
principal(s). This information is taken from the
Principal field on the General tab in
Projects hub.
|
|
Project Manager
|
Select this option if you want to send the alert to the
project manager(s). This information is taken from the
Project Manager field on the General tab in
Projects hub.
|
|
Supervisor
|
Select this option if you want to send the alert to the
supervisor(s). This information is taken from the
Supervisor field on the General tab in
Projects hub.
|
|
Employee
Supervisor
|
Select this option if you want to send the alert to the
employee
supervisor(s). This information is taken from the
Supervisor field on the General tab in
Employees hub.
|
|
Employee
|
Select this option if you want to send the alert to selected
employee(s).
|
| Alert Criteria
|
|
| Selected Plans
|
Select the plan for which you want to send the alert.
|
| Selected
Employees
|
Select the
employee for which you want to send the alert.
|
| Under Utilization Percentage
|
If an
employee's utilization for a utilization period within the alert period is below this percentage, an alert will be sent.
|
| Over Utilization Percentage
|
If an
employee's utilization for a utilization period within the alert period is over this percentage, an alert will be sent.
|
| Utilization Period
|
Enter the time period in which to calculate an
employee's utilization percentage. For example, if this is set to 1 week and an
employee works 30 hours in a week, then that
employee's utilization would be 75% for that week.
|
| Alert Period
|
Determines how far into the future that the alerts should check utilization. This must be greater or equal to the Utilization Period.
|
| Only Include Mapped Plans
|
Select this option if you only want to include plans that have been mapped to
projects.
|
| Delivery Options
|
You can select one or both of these options.
Email
Select this option if you want
Deltek to send the alert via email. If you select this option, complete the
Email Options fields.
Dashboard
Select this option if you want
Deltek to send the alert via the Notification Center.
|
| Email Options
|
If you selected
Email for the delivery option, these fields are activated.
|
| Subject
|
Enter the subject text for the email.
|
| Message
|
Enter the message text for the email. You can either enter text directly in this field or you can use the text editor, which provides formatting tools.
|
