Resource Utilization Alert Configuration Form

When you set up Resource Utilization alerts, Vision 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.

Parent Topic: Alerts Configuration Form Overview

Location

To display the form, complete the following steps:

  1. From the Vision Navigation menu, click Configuration > General > Company 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 rules; or, if you are creating a new alert rule, enter the name of the rule. 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 Vision Multilingual module. 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 Select this option if you want to send the alert to the principal(s). 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.
Employee Supervisor Select this option if you want to send the alert to the employee supervisor(s). This information is taken from the Supervisor field on the General tab in Employee Info Center.
Employee Select this option if you want to send the alert to selected employee(s).
Alert Criteria
Selected Plans Select the plan for which you want to send the alert.
Selected Employees Select the employee for which you want to send the alert.
Under Utilization Percentage If an employee's utilization for a utilization period within the alert period is below this percentage, an alert will be sent.
Over Utilization Percentage If an employee's utilization for a utilization period within the alert period is over this percentage, an alert will be sent.
Utilization Period Enter the time period in which to calculate an employee's utilization percentage. For example, if this is set to 1 week and an employee works 30 hours in a week, then that employee's utilization would be 75% for that week.
Alert Period Determines how far into the future that the alerts should check utilization. This must be greater or equal to the Utilization Period.
Only Include Mapped Plans Select this option if you only want to include plans that have been mapped to projects.
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.