How to...
You set up certain alerts on a system-wide basis and others by company.
Related Topics:
- Set Up Alert Polling Interval
Activity alerts remind you of things such as calendar events or tasks to be assigned or approved. The polling interval that you specify determines how often, in seconds, alert activity is checked. - Set Up Alerts for AR Aging
AR Aging alerts notify specified employees when a project reaches certain accounts receivable criteria. For example, you can create an alert that notifies employees about invoices between 20 and 60 days old and over $2,000. This alert is triggered by the process server. - Set Up Alerts for Baseline Change
Baseline Change alerts notify specified employees when someone replaces the baseline version of a project plan with a new baseline version. (Opportunity plans do not have baselines.) The alert is triggered immediately when the plan is published with an updated baseline. - Set Up Alerts for Budget Milestones
Budget Milestone alerts notify specified employees when amounts spent or percentages of budget spent for selected project plans reach or exceed milestone amounts or percentages. (Opportunity plans do not have actual amounts charged to them and do not have baselines, so Budget Milestone alerts do not apply to them.) The alert is triggered by the process server. - Set Up Alerts for
EAC Exceeds Baseline
An EAC Exceeds Baseline alert notifies employees when the estimate-at-completion (EAC) hours or amounts exceed the established baseline for the plan. - Set Up Alerts for Plan Creation, Modification, or Deletion
Plan Creation, Modification, or Deletion alerts notify specified employees when a new project or opportunity plan is created, changed, or deleted. - Set Up Alerts for Resource Assignment
Resource Assignment alerts notify selected employees when an employee resource assignment is added to a plan, changed in some way, or deleted from a plan. The alert is triggered when the updated plan is published. - Set Up Alerts for Resource Utilization
Resource Utilization alerts notify specified employees when employee utilization percentages based on planned hours exceed, or fall short of, percentage thresholds that you specify for the alert. This alert is triggered by the process server. - Set Up Alerts for WBS Level Added or Deleted from Plan
WBS Level Added or Deleted from Plan alerts notify specified employees when a work breakdown structure (WBS) element (a phase or task, for example) is added to, or deleted from, a plan. The alert is triggered when the updated plan is checked in. - Set Up Alerts for Labor Billing Transfer Audit
Labor Billing Transfer Audit alerts are generated when a line item on a timesheet has hours that are transferred from one project, phase, task, or labor code to another through Interactive Billing or Interactive Approvals. You specify who receives the alert, when, and under what conditions. - Set Up Alerts for Timesheet Due
The Timesheet Due alert is triggered by the process server. You specify who receives the alert, when, and under what conditions. - Set Up Alerts for New Credit Card Transactions Available
The New Credit Card Transactions Available alert notifies employees when a charge that they made with a company-issued credit card has been imported from a credit card statement into DPS and is ready to add to an expense report. - Set Up Alerts for Past Due Credit Card Transactions
The Past Due Credit Card Transactions alert notifies employees and their supervisors after a New Credit Card Transaction Available alert has been sent to an employee and a certain number of days have passed without the charge being added to an expense report. - Set Up Alerts for Final PO
Final PO alerts are generated when a purchase order is final printed. - Set Up Alerts for Receiving
Use the Receiving alert to specify who gets Receiving alerts, when, and under what conditions. Receiving alerts are generated when goods are received. - Set Up Alerts for Transaction Entry File Approved
Transaction Entry File Approved alerts notify requesters that their transaction requests have been approved. You specify who receives the alert, when, and under what conditions. - Set Up Alerts for Transaction Entry File Submitted
Transaction Entry file Submitted alerts notify approvers that requests have been submitted. You specify who receives the alert, when, and under what conditions. - Set Up Alerts for Transaction Entry Form Rejected
Transaction Entry Form Rejected alerts notify requesters that their requests have been rejected. You specify who receives the alert, when, and under what conditions.
Parent Topic: Alerts Configuration