Budget Milestone Alert Configuration Form

When you set up Budget Milestone alerts, Vision will notify selected employees when budgets of specified plans have reached or exceeded specified milestones. You can also notify users when a plan is first associated with a project, or when a plan's baseline has changed. This alert is triggered by the process server and a change in the database.

Milestones may be by amount or by percentage. You can specify certain accounts and/or vendors to monitor in a plan.

Location

To display the form, complete the following steps:

1. From the Vision Navigation menu, click Configuration > General > System Alerts.
2. From the Folders field on the Alerts Configuration form, select Resource Planning.

Contents

Field	Description
Alert Rule Name	This field displays the names of existing alert rule(s); or, if you are creating a new alert rule, enter the name of the rule, for example, 80% of Budget. 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 Multilingual feature. 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 Employee Info Center 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-in-Charge	Select this option if you want to send the alert to the principal(s) in charge. This information is taken from the Principal field on the General tab in Project Info Center.
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 Project Info Center.
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 Project Info Center.
Selected Employees	On the Employee Lookup, select the employee(s) to which you want to send the alert.
Alert Criteria
Selected Plans	Select the plans for which you want to send the alert.
Selected Consultants	On the Vendor Lookup, select the consultant(s) for which you want to send the alert.
Selected Accounts	On the Account Lookup, select the account for which you want to send the alert.
Notify when plan is associated with a project for the first time	Select this option if you want Vision to alert you when the selected plan is associated with a project for the first time.
Notify if baseline changes	Select this option if you want Vision to alert you if the baseline of the plan changes.
Delivery Options	You can select one or both of these options. Email Select this option if you want Vision to send the alert via email. If you select this option, complete the Email Options fields. Dashboard Select this option if you want Vision to send the alert via the dashboard.
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.
Milestones	You can enter information for only one of these options. Budget Amount Enter the budget milestone amount at which that you want to be notified. Budget Percent Enter the percentage of the budget milestone at which that you want to be notified; for example, enter 80 for 80%.