Set Up Alerts for Timesheet Line Item Charge

Timesheet Line Item Charge alerts are generated when individual line items are charged to a project. Recipients of this alert can be the Project Manager, Principal, and Supervisor. However, if any of the recipients were not selected in Timesheet Configuration as being able to approve line items, they are not available here.

Prerequisites: For these alerts to work, you must turn on line item approval for the project on the Time and Expense tab of the Project Info Center. You must also set the Timesheet Line Item Approval option to On or By > Project on the System Timesheet form in Time and Expense Configuration. You also need to create employee groups to which you apply the rule. See the Timesheet Configuration help for information on how to create groups.

If your firm uses multiple companies, this alert only applies to the employees that are active in the company for which the alert is configured.

To set up Timesheet Line Item Charge alerts:

1. From the Vision Navigation menu, click Configuration > General > Company Alerts.
2. In the Folders field on the Alerts Configuration form, select Time.
3. In the Alert field, select Timesheet Line Item Charge.
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.