Viewing Visual Alerts
When you include a visual alert column, the system displays the icon associated with the threshold level if an amount in the basis column triggers the visual alert. If the amount in the basis column does not meet or exceed any threshold set, then the cell in the visual alert column is blank.
In the Summary subform of the Project Status Inquiry form, the system shows the visual alert icon (yellow circle, orange triangle, or red square) for only the highest-level threshold exceeded in the accounts associated with the job or project. The system displays the accounts associated with the job or project in the Account Details subform. For example, if you set up threshold levels for amounts that are greater than or equal to 1000 (level 1), 2000 (level 2), and 3000 (level 3), and the highest detail amount for the job is 2500, the system displays the level 2 icon (orange triangle) in the Summary subform.
In the Account Details subform, the system displays the appropriate icon for each detail record that exceeds a threshold. If you specified in the Work with Project Status Inquiry form to use level of detail totaling, the system enables you to view each level of detail and the rolled-up (accumulated) totals for accounts. When you view the accumulated totals, the amount shown for the total includes amounts from lower level accounts. However, the system provides the icon for the alert level based on the actual account value, not on the accumulated total of the account level.
For example, suppose that you set up a visual alert column to show alerts when amounts are greater than or equal to these levels:
Level 1 threshold = 10,000
Level 2 threshold = 20,000
Level 3 threshold = 30,000
This tables illustrates how the system accumulates lower-level amounts into a total at a higher level of detail when the display of detail levels (LOD) is on, and the alert levels that the system applies based on the actual amounts of each account instead of on the accumulated amounts:
Account |
LOD |
Actual Amount |
Amount Displayed with LOD Off |
Amount Displayed with LOD On |
Alert Level |
|---|---|---|---|---|---|
1400 |
6 |
0 |
0 |
57,500 |
0 |
1430 |
8 |
12,000 |
12,000 |
57,500 |
1 |
1431 |
9 |
18,000 |
18,000 |
18.000 |
1 |
1432 |
9 |
27,500 |
27,500 |
27,500 |
2 |
In this example, the system assigns an alert icon based on the value in the Actual Account column, not on the accumulated amounts shown in the Amount Displayed with LOD On column. The system does not assign an alert icon to account 1400 because the actual amount in the account is 0. The system assigns the alert icon for the Level 1 Threshold for the accounts 1430 and 1431 because those amounts exceed the threshold limit of 10,000. The system assigns the icon for Level 2 Threshold to account 1432 because the amount for that account exceeds the threshold limit of 20,000.
You can select the name of a visual alert column from the Filter Alerts list in the Account Details subform of the Project Status Inquiry form to view only the rows of a basis column that triggered an alert. If you filter by a visual alert column and no amounts meet or exceed the thresholds, then the Account Details subform shows no records. The system maintains the alert filter that you set as you select different jobs and accounts in the Summary subform and the Account Details subform. To remove the filtering action, select --Select One -- from the Filter Alert list.