Set Up Alerts for Budget Milestone

When you set up Budget Milestone alerts, Vision notifies selected employees when budgets of specified plans reach or exceed specified milestones.

Milestones can be by amount or by percentage. You can specify certain accounts and/or vendors to monitor within a plan. This alert also allows you to notify users when a plan is first associated with a project, or when a plan's baseline has changed. This alert is triggered by the process server and a change in the database.

To set up Budget Milestone 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 Budget Milestone.
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.