Set Up Alerts for Resource Utilization

Resource Utilization alerts notify specified employees when resource utilization percentages exceed, or fall short of, percentage thresholds that you specify for a plan. This alert is triggered by the process server.

To set up Resource Utilization 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 Resource Utilization 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.