Set Up Alerts for Budget Milestones

Budget Milestone alerts notify specified employees when amounts spent or percentages of budget spent for selected project plans reach or exceed milestone amounts or percentages. (Opportunity plans do not have actual amounts charged to them and do not have baselines, so Budget Milestone alerts do not apply to them.) The alert is triggered by the process server.

You can restrict the alerts to specific accounts and/or vendors you want to monitor. You can also notify users when a plan's baseline changes.

To set up Budget Milestone 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 Baseline Change.
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 Budget Milestone Alert Configuration dialog box, and then select the Active check box for the alert.
5. Click Save.