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
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.
|
Alert Criteria
| Field | Description |
|---|
| Selected Plans
|
On the Plan lookup, select the plans for which you want to be alerted.
|
| Schedule
|
Select how often you want the selected plans checked to see if EAC has exceeded baseline: Daily, Weekly, Monthly, or Yearly.
|
| Notify if the following exceeds baseline
|
These options determine whether the alert is triggered when the EAC
Cost,
Billing, and/or
Hours exceed the baseline. You need to select at least one of these options. This field is used in conjunction with the
For the following areas field.
For example, if you select
Cost and
Billing in this section, and select
Labor in the
For the following areas section, then an alert is sent if the labor cost of billing exceeds the baseline.
|
| EAC & JTD Date Basis
|
These options determine how the alert is triggered for EAC and JTD Date basis. Select one of the following options:
-
Current Date: Use today's date as the trigger if the EAC or JTD exceeds the baseline.
-
Period End Date: Use the defined period end date as the trigger if the EAC or JTD exceeds the baseline.
|
| For the following areas
|
These options determine whether the alert is triggered when the
Total for All,
Labor,
Expenses,
Consultant, or
Unit EAC exceeds the baseline. You need to select at least one of these options. This field is used in conjunction with the
Notify if the following exceeds baseline option.
If you select
Total for All, then the alert is sent if the EAC total exceeds the total baseline for those items selected in the
Notify if the following exceeds baseline field.
|
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.
|
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.
|
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.
|
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.
|
.