Fields and Options
The contents of the Alerts Configuration form depend on the type of alert that you create and whether it is a system alert or a company alert. For example, the AR Aging alerts options are quite different from the options for the Timesheet Approval alerts.
If Deltek Time and Expense is not installed, the options related to Time and Expense do not display on the form.
Related Topics:
- AR Aging Alert Configuration Dialog Box
AR Aging alerts notify specified employees when a project reaches certain accounts receivable criteria. - Baseline Change Alert Configuration Dialog Box
Baseline Change alerts notify team members when there is a change to the baseline after you save the current version of the plan as the baseline version. This is useful for comparing baseline labor costs to actual labor costs onscreen or in a report. - Budget Milestone Alert Configuration Dialog Box
Budget Milestone alerts notify selected employees when budgets of specified plans reach or exceed specified milestones. - Project Created from Plan Alert Configuration Dialog Box
Project Created from Plan alerts notify team members when a new project is created from a plan. This alert can be triggered when a user selects Create Project from Plan from the plan or when a project is created from a plan through Workflow. - EAC Exceeds Baseline Alert Configuration Dialog Box
EAC Exceeds Baseline alerts notify team members when the estimate-at-completion hours or amount exceeds the established baseline for the plan. - Plan Creation Modification or Deletion Alert Configuration Dialog Box
Plan Creation, Modification, or Deletion alerts notify specified employees when a new plan is created or changed. - Resource Assignment Alert Configuration Form
You can set up a Resource Planning Assignment Alert so that a message is sent to the assigned resource's supervisor as well as the resource, unless the supervisor is the one who makes the assignment. - Resource Utilization Alert Configuration Form
When you set up Resource Utilization alerts, Deltek notifies team members when the resource utilization percentages exceed, or fall short of, percentage thresholds that you specify for a plan. This alert is triggered by the process server. - WBS Level Added or Deleted from Plan Alert Configuration Form
When you set up WBS Level Added or Deleted from Plan alerts, Deltek will notify team members when a Work Breakdown Structure (WBS) level is added or deleted from a plan. - Labor Billing Transfer Alert Configuration Dialog Box
Labor billing transfer audit alerts notify specified employees when a line item on a timesheet has hours that are transferred from one project, phase, task, or labor code to another. - Timesheet Due Alert Configuration Form
Use the Timesheet Due Alert Configuration form of Alerts to apply or remove an existing timesheet due alert rule or to create a new rule. Before you create Timesheet Due alert rules, you need to create employee groups to which you want to apply the rule. - Credit Card Charge Alert Dialog Box
Use this dialog box to create rules for the New Credit Card Transaction Available alert for the appropriate employee groups. - Credit Card Past Due Alert Dialog Box
Use this dialog box to create rules for the Past Due Credit Card Transactions alert for the appropriate employee groups. - Final PO Alert Configuration Dialog Box
Use the Final PO dialog box to specify who receives Final PO alerts. - PO Receiving Alert Configuration Dialog Box
Receiving alerts are generated when goods are received. This alert applies when you use an approval workflow to approve purchase orders or not. - Transaction Entry File Approved Alert Configuration Form
The Transaction Entry File Approved alert allows you to determine who, when, and under what conditions Deltek sends Transaction Entry File Approved alerts. These alerts inform requesters that their requests have been approved. - Transaction Entry Form Rejected Alert Configuration Form
The Transaction Entry Form Rejected alert allows you to determine who, when, and under what conditions Deltek sends Transaction Entry Form Rejected alerts. These alerts inform requesters that their requests have been rejected. - Transaction Entry File Submitted Alert Configuration Form
The Transaction Entry File Submitted alert allows you to determine who, when, and under what conditions Deltek sends Transaction Entry File Submitted alerts. These alerts inform request approvers that requests have been submitted.
Parent Topic: Alerts Configuration