Overbudget Notification? | Community
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KevinQu1
Level 10
May 5, 2020
Question

Overbudget Notification?

  • May 5, 2020
  • 1 reply
  • 377 views

Because the assigned hours in WF is not a hard limit, we're running into the problem of budget over-runs.

We already have a report that shows budgets and highlights red any that are overdue.

But the planners want something more like an active email ping. This is also to account for planners who simply not checking their Cost-to-Date view as they should.

Is anyone here having the same problem, and if so, how are you dealing with it?

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    1 reply

    Doug_Den_Hoed__AtAppStore
    Community Advisor
    Doug_Den_Hoed__AtAppStoreCommunity Advisor
    Community Advisor
    May 5, 2020

    Hi Kevin,

    One option would be to create a report for each planner to show any of their (e.g. Owner = $$USER) Projects whose Actual Costs are greater than some hurdle amount (e.g. Planned Cost, or 80% of Planned Cost, etc. -- which you'd store in a custom data field) and schedule it to email to them on some regular cadence (e.g. Daily, Weekly, etc.)

    Regards,

    Doug

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