Budget Milestone Alert Configuration Dialog Box

Budget Milestone alerts notify selected employees when budgets of specified plans reach or exceed specified milestones.

You can also notify people 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 can be by amount or by percentage. You can specify certain accounts and/or vendors to monitor in a plan.

Location

To display the dialog box:

1. From the Vision Navigation menu, click Configuration > General > System Alerts.
2. In the Folders field on the System Alerts Configuration form, select Resource Planning.
3. In the grid, click Budget Milestone and then click .

Contents

Alerts Grid

Field	Description
Grid Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
New	Click this option to insert a row beneath the current row.
Copy	Click a row and then click this option to add a copy of the selected row to the grid.
Delete	Click a row and then click this option to delete it.
Alert Rule Name	Select an existing alert rule name or enter a new one. You can change the name of an existing rule. Each rule name must be unique.
Enabled	Select this option to enable the rule. When the alert is active, you can enable only selected rules, without having to delete any unwanted rules. In other words, if the alert is active, then any of its enabled rules can run. If the alert is not active, then none of its rules can run.
Languages	If you use multiple languages, 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

Select the employee(s) or employee group(s) to receive the alert.

Field	Description
Principal	Select this option to send the alert to the project principal (specified on the General tab of the Project Info Center).
Project Manager	Select this option to send the alert to the project manager (specified on the General tab in Project Info Center).
Supervisor	Select this option to send the alert to the project supervisor (specified on the General tab of the Project Info Center).
Selected Employees	On the Employee lookup, select the employee(s) to receive the alert.

Alert Criteria

Field	Description
Selected Plans	Select the plans for which you want to send the alert.
Selected Vendors	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 a plan is associated with a project for the first time	Select this option if you want to be alerted when the selected plan is associated with a project for the first time.
Notify if baseline changes	Select this option if you want to be alerted when the baseline of the plan changes.
Report in	If you use multiple currencies, specify the currency in which amounts display.

Delivery Options

You can select one or both of these options.

Field	Description
Email	Select this option to send the alert via an email message. Links in the email message provide easy access to the appropriate application area. If you select this option, complete the corresponding Email Options.
Notification Center	Select this option to send the alert via the notification center.

Email Options

These options are activated when you select Email for the delivery option.

Field	Description
Subject	Enter the subject for the email message.
Message Text Box	Select one or more of the following actions: Enter text directly in the text box. Position the cursor in the text box and click Insert Field to open the Column Selection dialog box and select related fields to add to the email message text. Click Edit to use formatting options on the Text Editor dialog box as you enter text.

Milestones Grid

You can enter information for the budget amount or the budget percentage, not both.

Field	Description
Milestones Drop-Down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
New	Click this option to insert a row beneath the current row.
Delete	Click a row and then click this option to delete it.
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%.

Buttons

Field	Description
OK	Click this button to save entries and changes on the dialog box and dismiss it.
Cancel	Click this button to dismiss the dialog box without saving entries and changes.
Help	Click this button to open the help topic for the dialog box.