Set Up Alerts for EAC Exceeds Baseline

An EAC Exceeds Baseline alert notifies employees when the estimate-at-completion (EAC) hours or amounts exceed the established baseline for the plan.

To send the alert to a subset of employees, select employees on the employee lookup in the alert configuration. When you select specific employees, the individual employees receive an alert with all resources assigned or updated when the changes are saved.

To set up EAC Exceeds Baseline alerts:

  1. On the Navigation menu in the desktop application, click Settings > General > System Alerts.
  2. In the Folders field on the System Alerts Configuration form, select Resource Planning.
  3. In the Alert field, select EAC Exceeds Baseline.
  4. To activate an alert, do one of the following:
    • If the Options column contains <options selected>, select the Active check box, click in Options, and click to enable an existing alert rule or to create a new rule.
    • If the Options column is blank, click in Options and click to create a new alert rule in the EAC Exceeds Baseline dialog box, and then select the Active check box for the alert.
  5. Click Save.