Contents of the EAC Exceeds Baseline Dialog Box

Use these fields and options to set up an alert to notify team members when the estimate-at-completion (EAC) hours or amounts exceed the established baseline for the plan.

Alerts Grid

Field	Description
Grid Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
New	Click this option to insert a row beneath the current row.
Copy	Click a row and then click this option to add a copy of the selected row to the grid.
Delete	Click a row and then click this option to delete it.
Alert Rule Name	Select an existing alert rule name or enter a new one. You can change the name of an existing rule. Each rule name must be unique.
Enabled	Select this option to enable the rule. When the alert is active, you can enable only selected rules, without having to delete any unwanted rules. In other words, if the alert is active, then any of its enabled rules can run. If the alert is not active, then none of its rules can run.
Languages	If you use multiple languages, use this column to select the language for this alert. Only employees with the selected language receive the alert. However, if you leave this column blank, all employees receive this alert regardless of their designated language. For example, if you create an email alert for English US and English UK, then only the users that have English US or English UK in the Language field in the Employees hub receive that message. The system administrator must set up a separate alert rule for Spanish employees to receive a message in Spanish. The Language field displays <languages selected> if any languages are selected.

Alert Criteria

Field	Description
Selected Plans	Select the plans for which you want to be alerted.
Schedule	Select how often you want the selected plans checked to see if EAC has exceeded baseline: Daily, Weekly, Monthly, or Yearly.
Notify if the following exceeds baseline	These options determine whether the alert is triggered when the EAC Cost, Billing, or Hours exceed the baseline. You need to select at least one of these options. This field is used in conjunction with the For the following areas field. For example, if you select Cost and Billing in this section, and select Labor in the For the following areas section, then an alert is sent if the labor cost or billing exceeds the baseline.
EAC & JTD Date Basis	Select the date on which you want to base the calculation of EAC amounts. Planned amounts after the selected date are included in estimate-to-complete (ETC) amounts, and JTD actual amounts dated after that date are excluded. Current Date: EAC is calculated as of today's date. Period End Date: EAC is calculated as of the current period end date. JTD Through Date: EAC is calculated as of the date in Job-to-Date (JTD) Date Through on the Plan Settings form (Settings > Resource Planning > Plan Settings in the browser application). If Job-to-Date (JTD) Date Through contains no date, the current date is used. (This date basis option is only available if the Resource Planning module is activated but the Accounting module is not.)
For the following areas	These options determine whether the alert is triggered when the Total for All, Labor, Expenses, or Consultant EAC exceeds the baseline. You need to select at least one of these options. This field is used in conjunction with the Notify if the following exceeds baseline option. If you select Total for All, then the alert is sent if the EAC total exceeds the total baseline for those items selected in the Notify if the following exceeds baseline field.

Delivery Options

You can select one or both of these options.

Field	Description
Email	Select this option to send the alert via an email message. Links in the email message provide easy access to the appropriate application area. If you select this option, complete the corresponding Email Options.
Notification Center	Select this option to send the alert via the notification center.

Send To

Select the employees or employee groups to receive the alert.

Field	Description
Principal	Select this option to send the alert to the project principal (specified on the General tab of the Projects hub).
Project Manager	Select this option to send the alert to the project manager (specified on the General tab in Projects hub).
Supervisor	Select this option to send the alert to the project supervisor (specified on the General tab of the Projects hub).
Selected Employees	Select the employees to receive the alert.

Email Options

These options are available when you select Email for the delivery option.

Field	Description
Subject	Enter the subject for the email message. Click Insert Field to open the Column Selection dialog box and select related fields to add to the subject text.
Message Text Box	Select one or more of the following actions: Enter text directly in the text box. Position the cursor in the text box and click Insert Field to open the Column Selection dialog box and select related fields to add to the email message text. Click Edit to use formatting options on the Text Editor dialog box as you enter text.

If you insert the :RecordLink field in either the subject or message text, the alert notifications will include a link that recipients can use to display the project plan in the Projects hub.