Alerts

You can configure Budget Alerts in OpenAir. Frequently, a 90% of Budget Alert is configured to run every day and sends an alert when approved hours read 90% of budget hours. This alert applies to all active projects and an email is usually sent to the project owner.

Alerts allow automated email reminders to be sent to ensure business needs are met. In the Projects application, a form is provided to help you create a new budget alert.

To create a Budget alert:

1. Go to Administration > Application Settings > Projects > Alerts.

2. Select New Budget alert from the Create Button.

3. Name the alert.

4. Under Alert runs on, select the day and time when the Alert should run.

5. Under Rule, define the appropriate selection rules for why an alert is sent.

6. Under Charge types to exclude, select charge types.

7. Use the Email notification section to define who receives the email, the email sender, subject and text, and additional text.

   Note:

   Depending on the configuration of your OpenAir account, sending system-generated email from a custom address may not be permitted. When this is the case, a note under the text box advises you so, and email is sent from [e-mail]. See also Email Settings.

8. Add notes, as desired. These notes do not appear anywhere in the alert. They are for informational purposes, such as remembering why the alert was created.

9. Check the Active alert box to make this alert active.

10. Click Save.