Agent Type 148 - Notification: Exp. Hours Exceed PQ Hours on Retainer Project

Use Agent Type 148 - Notification: Exp. Hours Exceed PQ Hours on Retainer Project to send a notification to the Project Manager when the hours on a project retainer job exceed the hours in the approved Price Quote (PQ).

Prerequisites

This agent requires the Notification Type 172 - Retainer Project: Expenditure Hours have Exceeded Approved PQ Hours to be enabled. You can enable it from Settings > Advanced Tools > Conversation & Notification Setup > Retainer Project: Expenditure Hours have Exceeded Approved PQ Hours.

Columns

The notification contains a grid that includes the following columns:

Field Description
Job Type The job type of the project retainer job that exceeded the approved hours.
Job No The job number of the project retainer job that exceeded the approved hours.
Job Name The job name of the project retainer job that exceeded the approved hours.
Project The project of the project retainer job that exceeded the approved hours.
Client The client of the project retainer job that exceeded the approved hours.
Total PQ Hours The total number of hours in the approved PQ of the project retainer job that exceeded the approved hours.
Total Used Hours The total used hours of the project retainer job that exceeded the approved hours.
Percent The percentage of the total number of hours in the approved pQ that was already used for the project retainer job that exceeded the approved hours.
Start Date The start date of the project retainer job that exceeded the approved hours.
End Date The end date of the project retainer job that exceeded the approved hours.
Project Manager The Project Manager of the project retainer job that exceeded the approved hours.
Company The Company under which the project retainer job that exceeded the approved hours was created.