Set Up Alerts for Budget Milestone

Budget Milestone alerts notify specified employees when budgets of selected plans reach or exceed milestone amounts or percentages.

You can specify certain accounts and/or vendors to monitor for a plan. You can also notify users when a plan is first associated with a project, or when a plan's baseline changes. This alert is triggered by the process server and a change in the database.

To set up Budget Milestone alerts:

1. On the Navigation menu, click Settings > General > System Alerts.
2. In the Folders field on the System Alerts Configuration form, select Resource Planning.
3. In the Alerts grid, select the row that displays Budget Milestone in the Alert field.
4. Select the Active option to enable the alert. If no rules exist for this alert, the Active option is disabled.
5. Click Options to select an existing alert rule or to create a new rule. If a rule was already assigned to this alert, <options selected> displays in this field.
6. To remove the option for this alert, delete <options selected>.
7. Click Save.