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Setting up Budget Alerts

edited Jul 23, 2012 10:27PM in Daily Tips 1 comment

<p>In order to set up a Budget Alert, you will need to:<br/><br/>1. Enter a budget money amount and/or budget hours figure on the "Edit project" form for each project.<br/><br/>2. Navigate to: Projects > Alerts > Create > Budget Alert and configure the days and time for the alert to run. Note that times are in U.S. Eastern Time.<br/><br/>3.A  Select the rule conditions. <br/><br/>a. Approved hrs reach % of the budget hrs<br/><br/>>> Approved hours come from Timesheets. Budget hours come from the "Edit project" form.A  Note that you can exclude hours from tasks that have been marked non-billable, if you choose.<br/><br/>b.

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