How to...

You set up certain alerts on a system-wide basis and others by company.

Related Topics:

  • Set Up Alert Polling Interval
    Activity alerts remind you of things such as calendar events or tasks to be assigned or approved. The polling interval that you specify determines how often, in seconds, alert activity is checked.
  • Set Up Alerts for AR Aging
    AR Aging alerts notify specified employees when a project reaches certain accounts receivable criteria. For example, you can create an alert that notifies employees about invoices between 20 and 60 days old and over $2,000. This alert is triggered by the process server.
  • Set Up Alerts for Opportunity Stage Change
    Opportunity Stage Change alerts notify specified employees when a stage change occurs within an opportunity. For example, you can set an alert that notifies employees when an opportunity has been awarded. This alert is triggered by a change in the database.
  • Set Up Alerts for Expense Report Approval
    Expense Report Approval alerts notify an approver about a submitted expense report. This alert is triggered by the process server. You specify who receives the alert, when, and under what conditions.
  • Set Up Alerts for Expense Report Line Item Charge
    Expense Report Line Item Charge alerts are generated when individual line items are charged to a project. Recipients of this alert can be the Principal, Project Manager, and Supervisor.
  • Set Up Alerts for Expense Report Line Item Rejected
    Expense Report Line Item Rejected alerts are generated when a line item on a expense report is rejected. You specify who receives the alert, when, and under what conditions.
  • Set Up Alerts for New Credit Card Transactions Available
    The New Credit Card Transactions Available alert notifies employees when a charge that they made with a company-issued credit card has been imported from a credit card statement into Vision and is ready to add to an expense report.
  • Set Up Alerts for Past Due Credit Card Transactions
    The Past Due Credit Card Transactions alert notifies employees and their supervisors after a New Credit Card Transaction Available alert has been sent to an employee and a certain number of days have passed without the charge being added to an expense report.
  • Set Up Alerts for Requisitions Buyer
    If you do not use an approval workflow for approving purchase requisitions, you can set up a requisitions buyer alert to notify purchasers (and requesters) that a requisition has been approved.
  • Set Up Alerts for Requisitions Rejected
    If you do not use an approval workflow for approving purchase requisitions, you can set up a requisitions rejected alert to inform requesters that a requisition has been rejected.
  • Set Up Alerts for Price Quote Buyer
    If you do not use an approval workflow for approving requests for price quotes, use a price quote buyer alert to notify purchasers (and requesters) that a price quote has been approved.
  • Set Up Alerts for Price Quote Rejected
    If you do not use an approval workflow for approving request for price quotes, use a price quote rejected alert to notify requesters that a price quote has been rejected.
  • Set Up Alerts for Orders Buyer
    If you do not use an approval workflow for approving purchase orders, use an orders buyer alert to notify buyers that the order requested has been approved.
  • Set Up Alerts for Orders Rejected
    If you do not use an approval workflow for approving purchase orders, use an orders rejected alert to inform buyers that the order that they requested has been rejected.
  • Set Up Alerts for Final PO
    Final PO alerts are generated when a purchase order is final printed.
  • Set Up Alerts for Receiving
    Use the Receiving alert to specify who gets Receiving alerts, when, and under what conditions. Receiving alerts are generated when goods are received.
  • Set Up Alerts for Baseline Change
    Baseline Change alerts notify specified employees when the baseline changes after you save the current version of the plan as the baseline version. This is useful when you compare baseline labor costs to actual labor costs on screen or in a report.
  • Set Up Alerts for Budget Milestone
    Budget Milestone alerts notify specified employees when budgets of selected plans reach or exceed milestone amounts or percentages.
  • Set Up Alerts for EAC Exceeds Baseline
    An EAC Exceeds Baseline alert notifies employees when the estimate-at-completion hours or amount exceeds the established baseline for the plan.
  • Set Up Alerts for Plan Creation Modification or Deletion
    Plan Creation, Modification, or Deletion alerts notify specified employees when a new plan is created, modified, or deleted, or when a Vision plan is converted to an iAccess for Vision plan.
  • Set Up Alerts for Project Created from Plan
    Project Created from Plan alerts notify team members when a new project is created from a plan, in either of the following ways: when a user selects Create Project from Plan from within the plan, or when a project is created from a plan via Workflow.
  • Set Up Alerts for Resource Assignment
    You can set up the Resource Planning Assignment Alert to notify both the assigned resource and the assigned resource's supervisor (specified in the Employee Info Center). If you do so, the supervisor receives the alert, unless the user making the assignment the plan is the supervisor of the assigned resource.
  • Set Up Alerts for Resource Utilization
    Resource Utilization alerts notify 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.
  • Set Up Alerts for WBS Level Added or Deleted from Plan
    WBS Level Added or Deleted from Plan alerts notify specified employees when a Work Breakdown Structure (WBS) level is added to, or deleted from, a plan.
  • Set Up Alerts for Labor Billing Transfer Audit
    Labor Billing Transfer Audit alerts are generated when a line item on a timesheet has hours that are transferred from one project, phase, task, or labor code to another through Interactive Billing or Interactive Approvals. You specify who receives the alert, when, and under what conditions.
  • Set Up Alerts for Timesheet Approval
    The Timesheet Approval alert is triggered by the process server. You specify who receives the alert, when, and under what conditions.
  • Set Up Alerts for Timesheet Due
    The Timesheet Due alert is triggered by the process server. You specify who receives the alert, when, and under what conditions.
  • 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.
  • Set Up Alerts for Timesheet Line Item Rejected
    Timesheet Line Item Rejected alerts are generated when a line item on a timesheet is rejected. You specify who receives the alert.
  • Set Up Alerts for New Credit Card Transactions Available
    The New Credit Card Transactions Available alert notifies employees when a charge that they made with a company-issued credit card has been imported from a credit card statement into Vision and is ready to add to an expense report.
  • Set Up Alerts for Past Due Credit Card Transactions
    The Past Due Credit Card Transactions alert notifies employees and their supervisors after a New Credit Card Transaction Available alert has been sent to an employee and a certain number of days have passed without the charge being added to an expense report.
  • Set Up Alerts for Transaction Entry File Approved
    Transaction Entry File Approved alerts notify requesters that their transaction requests have been approved. You specify who receives the alert, when, and under what conditions.
  • Set Up Alerts for Transaction Entry File Submitted
    Transaction Entry file Submitted alerts notify approvers that requests have been submitted. You specify who receives the alert, when, and under what conditions.
  • Set Up Alerts for Transaction Entry Form Rejected
    Transaction Entry Form Rejected alerts notify requesters that their requests have been rejected. You specify who receives the alert, when, and under what conditions.
Parent Topic: Alerts Configuration Overview