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When an engagement budget exceeds a budget alert threshold, an email is sent out to notify the engagement manager.

Example Email

This is the body of a typical email you will receive from Projector.

From: Projector PSA noreplies@projectorpsa.com
Sent: Friday, August 08, 2013 4:13 PM
To: Jane Doe
Subject: P001001 has reached one or more budget alert levels


The engagement P001001 has reached one or more budget alert levels.

The engagement has reached budget alert level 'Over Budget' for metric Billing Adjusted Revenue.

 

This happened because the engagement's projected billing adjusted revenue at completion hit a 20% variance from the engagement's time budget:

                Engagement Time Budget: 500.00 USD

                Engagement Projected Billing Adjusted Revenue at Completion: 800.00 USD

                Budget Variance: 300.00 USD (60.00%) adsf

 

The engagement's identifying information is:

  Client: C000101:ProjectorPSA
  Engagement: P001002:Invoice Testing
  Manager: Tom Sherman

Projector account: revcorp-email (revcorp-email)

This email was automatically generated. Please do not reply directly to this message.

Email Senders

Emails are sent automatically by Projector based on the engagements stage and budget alert level. The engagement stage must have the Send Budget Alert Emails checkbox ticked AND the budget alert level must have the Send E-mail Alert checkbox ticked.

Email Receivers

The engagement's manager

Anyone proxied for the engagement manager.

Email Send Time

Emails are sent each day between 3am and 4am of your installation's time zone. Emails are only sent if the budget status has changed since yesterday.


 

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