Set Threshold Alert Delivery Options for a Budget Plan

You can assign users and groups to alerts and specify the method of delivery of the message. You can enter a custom message to the user or keep the default message. The message should be appropriate to all recipients. You cannot specify a different message for different recipients. You can, however, specify different methods of delivery for different users and groups.

When a threshold is met, only one alert will be sent. For example, if you set a threshold to alert users when the actuals of a project exceeds a certain amount, one alert will be sent. If the Actuals value continues to increase, additional alerts will not be sent.

To set threshold alert delivery options for a budget plan:

1. In the object selector, select  Portfolio, and then select View Portfolios List.
2. Select a portfolio name.
3. From the  Main Menu, select  Summary & Settings.
4. On the Summary & Settings menu, select Thresholds.
5. In the context bar, select the planning period  menu, and select the planning year, which is either the current year or the subsequent year.
6. In the settings pane, under the Alerts section, select Assign , and then select User or Group.
7. In the Select User or Select Group dialog box:
   1. Enter part or all of the username, personal name, or group name into the Search field.
   2. Select the name, and select Select.
8. In the user row, select what type of message should be sent from the following options:
   • Notification: Sends a system notification to the user's Notifications panel.
   • Email: Sends an email to the user's email address stored in the LDAP.
9. (Optional) In the Message field, enter a message that will be sent to the selected users and groups.
10. Select Save.

This setting is used in the following apps: