Process

These processing options control when and under what circumstances the system sends an alert when you print this report. You can also specify whether the system includes the WIP amount when it calculates budget exceptions.

1. Print Budgeted costs from

Specify the source for the budgeted cost on the report. If you leave this processing option blank, the system uses the estimated cost as a source. Values are:

1: Estimated cost

2: Planned cost

2. Send alert to Manager assigned to task

Specify whether the system sends a project alert to the manager who is associated with a task. Values are:

Blank: Do not send.

1: Send.

3. Send alert to Supervisor assigned to task

Specify whether the system sends a project alert to the supervisor who is associated with a task. Values are:

Blank: Do not send.

1: Send.

4. Send alert to 'Assigned To' assigned to task

Specify whether the system sends a project alert to the address book number that is specified in the Assigned To field for a task. Values are:

Blank: Do not send.

1: Send.

5. Email Distribution List and Organization Structure

Specify a distribution list for sending the project alert, and select an organization structure for the distribution list.

6. Threshold (in percentage) of Budget vs. Actual Cost variance

Specify the enabled variance percentage between budgeted and actual costs. If the threshold is exceeded, the system sends a budget exception message to the responsible parties.

7. Threshold (in percentage) of Over-Receipts from the cost of the Purchase Order

Specify the enabled percentage of over-receipts relative to the cost of the purchase order. If the percentage threshold is exceeded, the system sends an overpayment exception message to the responsible parties.

8. Include WIP value as part of the calculation of Actual costs for calculating the Budget Exception

Specify whether the WIP amount should be included in the actual cost when the system calculates the budget exception. Values are:

Blank: Do not include.

1: Include.