Planning Alerts

You can create alerts to inform you of events or tasks that require attention. Vision delivers alerts to your Vision dashboard or through email messages. You establish the alerts in General Configuration.

You or your Vision Administrator can set up Planning alerts that will send messages to team members when:

• Resource utilization percentages are exceeding, or falling short of, percentage thresholds that you specify for a plan.

• Resource assignments for a plan have been made by someone other than the original author of that plan.

• Budget milestone amounts or percentages have been reached. You can also monitor specific accounts and/or vendors within a plan, notify users when a plan is first associated with (mapped to) a project, or when a plan's baseline has changed.

• A new plan is created, an existing plan is modified or deleted, a new project is created from a plan, or a Vision plan is converted to a Navigator plan (if using Vision Navigator Integration).

• A Work Breakdown Structure (WBS) level is added or deleted from a plan.

Your system administrator can create workflow alerts for specific situations. For example, you can use them to tell you when it is necessary to approve documents or complete a procedure. If you are using Vision Navigator, the Vision Planning alerts are activated.

You can also use Vision's Web Services feature to achieve fuller replication of your firm's business process related to Planning. Your technical staff uses this feature to build custom workflows. For example, they can configure a web service to notify a manager when a plan is saved. Your technical staff sets up web service workflows in Vision at Configuration > Workflow > Web Services. The Application drop-down list displays the applications for which a web service workflow can be configured.

See the General Configuration section of the help system for information about alerts.