Fields and Options

The contents of the Alerts Configuration form depend on the type of alert that you create and whether it is a system alert or a company alert. For example, the AR Aging alerts options are quite different from the options for the Timesheet Approval alerts.

If DPS Time and Expense is not installed, the options related to Time and Expense do not display on the form.

Related Topics:

  • AR Aging Alert Configuration Dialog Box
    AR Aging alerts notify specified employees when a project reaches certain accounts receivable criteria.
  • Baseline Change Dialog Box
    Use this dialog box to set up an alert to notify specified employees when someone replaces the baseline version of a project plan with a new baseline version.
  • Budget Milestone Alert Configuration Dialog Box
    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.
  • EAC Exceeds Baseline Dialog Box
    EAC Exceeds Baseline alerts notify team members when the estimate-at-completion hours or amounts exceed the established baseline for the plan.
  • Plan Creation Modification or Deletion Alert Configuration Dialog Box
    Plan Creation, Modification, or Deletion alerts notify specified employees when a new plan is created or changed.
  • Resource Assignment Alert Configuration Dialog Box
    Use this dialog box to set up alerts to notify specified employees when an employee resource assignment is added to a plan, changed in some way, or deleted from a plan. The alert is triggered when the updated plan is published.
  • Resource Utilization Alert Configuration Dialog Box
    When you set up Resource Utilization alerts, DPS notifies the selected 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.
  • WBS Level Added or Deleted from Plan Dialog Box
    Use this dialog box to set up alerts to notify specified employees when a work breakdown structure (WBS) element (a phase or task, for example) is added to, or deleted from, a plan. The alert is triggered when the updated plan is checked in.
  • Labor Billing Transfer Alert Configuration Dialog Box
    Labor billing transfer audit alerts notify specified employees when a line item on a timesheet has hours that are transferred from one project, phase, task, or labor code to another.
  • Timesheet Due Alert Configuration Form
    Use the Timesheet Due Alert Configuration form of Alerts to apply or remove an existing timesheet due alert rule or to create a new rule. Before you create Timesheet Due alert rules, you need to create employee groups to which you want to apply the rule.
  • Credit Card Charge Alert Dialog Box
    Use this dialog box to create rules for the New Credit Card Transaction Available alert for the appropriate employee groups.
  • Credit Card Past Due Alert Dialog Box
    Use this dialog box to create rules for the Past Due Credit Card Transactions alert for the appropriate employee groups.
  • Final PO Alert Configuration Dialog Box
    Use the Final PO dialog box to specify who receives Final PO alerts.
  • PO Receiving Alert Configuration Dialog Box
    Receiving alerts are generated when goods are received. This alert applies when you use an approval workflow to approve purchase orders or not.
  • Transaction Entry File Approved Alert Configuration Form
    The Transaction Entry File Approved alert allows you to determine who, when, and under what conditions DPS sends Transaction Entry File Approved alerts. These alerts inform requesters that their requests have been approved.
  • Transaction Entry Form Rejected Alert Configuration Form
    The Transaction Entry Form Rejected alert allows you to determine who, when, and under what conditions DPS sends Transaction Entry Form Rejected alerts. These alerts inform requesters that their requests have been rejected.
  • Transaction Entry File Submitted Alert Configuration Form
    The Transaction Entry File Submitted alert allows you to determine who, when, and under what conditions DPS sends Transaction Entry File Submitted alerts. These alerts inform request approvers that requests have been submitted.
Parent Topic: Alerts Configuration