Agent Type 60 - Job Cost Check Notification. Total Cost Exceeds X% of Approved Price Quote

Use Agent Type 60 - Job Cost Check Notification. Total Cost Exceeds X% of Approved Price Quote to send a notification to the Project Manager (PM) if the total cost of a job exceeds a certain threshold of the approved Price Quote (PQ).

You can calculate the threshold at sales price compared to the total net amount of the approved PQs of the job. The threshold is defined in the agent parameters as a percentage amount. This should be below 100% to alert the Project Manager before costs fully exceed the PQ. You can include additional roles as recipients of the notifications.

Parameters

Field	Description
Total Costs Exceed X% of Approved Price Quote, Set % Value between 1 and 100+	Use this parameter to specify the percentage threshold of the approved PQ that, if exceeded by the job's total costs, triggers this agent to send notifications.
Send Email to Job PM (PM Always Gets a Notification in Conversation Inbox)	Select this check box to also send an email message to the job's Project Manager.
Send CC Email to PM's Manager + Add to WB Motification	Select this check box to copy the PM's manager in the email message, as well as the Inbox notification in WorkBook.
Send CC Email to Account Manager + Notified in Conversation Inbox	Select this check box to copy the Account Manager in the email message and also send a notification to the Inbox conversation.
Send CC Email to Production Manager + Add to WB Notification	Select this check box to copy the Production Manager in the email message and also be added to the Inbox conversation notification.
Send CC Email to Sales Manager + Add to WB Notification	Select this check box to copy the Sales Manager in the email message and also be added to the Inbox conversation notification.
Send CC Email to Finance Manager + Add to WB Notification	Select this check box to copy the Finance Manager in the email message and also be added to the Inbox conversation notification.
Send CC Email to Client Responsible + Add to WB Notification	Select this check box to copy the user responsible for the client in the email message and also be added to the Inbox conversation notification.
Send CC Email to Company Finance Responsible + Add to WB Notification	Select this check box to copy the user responsible for the Company's finances in the email message and also be added to the Inbox conversation notification.
Send CC Email to Address [e-mail] (Use ; as Separator for Multiple Emails)	Use this parameter to specify other email addresses that should be copied in the email message.