Set Up Alerts for Resource Utilization

When you set up Resource Utilization alerts, Vision notifies specified employees when resource utilization percentages exceed, or fall short of, percentage thresholds that you specify for a plan. This alert is triggered by the process server.

To set up Resource Utilization alerts, complete the following steps:

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 Resource Utilization.
4. Select the Active option to enable the alert throughout Vision; if no rules exist for this alert, the Active field 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.