| 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, for example,
80% of Budget. You can change the name of an existing rule; however, all alert rule names must be unique.
|
| Enabled
|
Select this option to enable the rule. When the alert is Active, this feature allows you to enable only selected rules, without having to delete any unwanted rules. In other words, if the alert is Active, then Vision will run any one of its Enabled rules. If the alert is not Active, then Vision will not run any of its rules, even if rules are Enabled.
|
| 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-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.
|
| Notify if WBS level is x from plan
|
Select the event for which you want to be notified:
-
Added
-
Deleted
-
Added or Deleted
|
| Only notify if WBS level is mapped
|
If you select this option, an alert will only be sent if the WBS level is mapped to a project's WBS level.
|
| 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.
|
| 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.
|
| Milestones
|
You can enter information in only one of these options.
|
| Budget Amount
|
Enter the amount of the budget milestone that you want to be notified of when reached.
|
| Budget Percent
|
Enter the percent of the budget milestone that you want to be notified of when reached, for example, enter
80 for 80%.
|
| 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 into this field or you can use the text editor, which provides formatting tools.
|