Set Up Alerts for Baseline Change

When you set up Baseline Change alerts, Vision notifies selected employees when there is a change to the baseline after you save the current version of the plan as the baseline version. This is useful when you compare baseline labor costs to actual labor costs on screen or in a report.

To set up Baseline Change alerts, complete the following steps:

1. From the Vision Navigation menu, click Configuration > General > System Alerts.
2. In the Folders field on the Alerts Configuration form, select Resource Planning.
3. In the Alert field, select Baseline Change.
4. Select the Active option to enable the alert throughout Vision; if no rules exist for this alert, the Active field is disabled.
5. Click Options to select an existing alert rule or to create a new rule. If a rule was already assigned to this alert, <options selected> displays in this field.
6. To remove the option for this alert, delete <options selected>.
7. Click Save.