Set Up Alerts for Budget Milestone
Budget Milestone alerts notify specified employees when budgets of selected plans reach or exceed milestone amounts or percentages.
You can specify certain accounts and/or vendors to monitor for a plan. You can also notify users when a plan is first associated with a project, or when a plan's baseline changes. This alert is triggered by the process server and a change in the database.
To set up Budget Milestone alerts:
- From the Vision Navigation menu, click .
- In the Folders field on the Alerts Configuration form, select Resource Planning.
- In the Alert field, select Budget Milestone.
- Select the Active option to enable the alert. If no rules exist for this alert, the Active option is disabled.
- 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.
- To remove the option for this alert, delete <options selected>.
- Click Save.