Set Up Alerts for Resource Utilization

Resource Utilization alerts notify specified employees when employee utilization percentages based on planned hours exceed, or fall short of, percentage thresholds that you specify for the alert. This alert is triggered by the process server.

To set up Resource Utilization 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 Resource Utilization.
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 Resource Utilization Alert Configuration dialog box, and then select the Active check box for the alert.
5. Click Save.