Set Up Alerts for EAC Exceeds Baseline

An EAC Exceeds Baseline alert notifies employees when the estimate-at-completion hours or amount exceeds the established baseline for the plan.

To send the alert to a subset of employees, select employees on the employee lookup in the alert configuration. When you select specific employees, the individual employee(s) receive an alert with all resources assigned or updated when the changes are saved.

To set up EAC Exceeds Baseline alerts:

1. From the Vision Navigation menu, click Configuration > General > System Alerts.
2. In the Folders field on the Alerts Configuration form, select Resource Planning.
3. In the Alert field, select EAC Exceeds Baseline.
4. Select the Active option to enable the alert. If no rules exist for this alert, the Active option is disabled.
5. Click Options to select an existing alert rule or to create a new rule. If a rule was already assigned to this alert, <options selected> displays in this field.
6. To remove the option for this alert, delete <options selected>.
7. Click Save.