Overview
In BQE CORE, the project monitoring feature involves setting up automated alerts or notifications for specific project milestones. These alerts can be configured both from the Projects and Project Templates screen. This ensures that the alert configurations are inherited by projects when creating them from templates. You have the flexibility to manage when and how these alerts are triggered, and you can enable or disable notifications for each project, as needed. CORE accordingly sends out in-app or email notifications when the milestone is reached.
Types of Project Notifications
There are two types of alerts that you can enable to receive notifications:
- Approved Spent against Contract
- Approved Spent against Budget
Project monitoring allows you to roll up phase and sub-phase amounts into the calculations of the parent project or choose to monitor on a phase by phase basis by excluding child phases. Note that you cannot turn on or batch-update project monitoring for multiple projects at once.
How To
Field Descriptions
| Projects > Project Center > Settings > Monitoring | |
| Project Notifications |
You have the option to be notified through alerts when specific project milestones are achieved. CORE allows you to set up these alerts here as well as in the Project Templates screen. These settings are then inherited into the project while creating a project from the template. You can control when and how these alerts should be sent out. You can also enable or disable each project notification at any time.
|
| Enabled/Disabled | The toggle button allows you to enable or disable the project notifications. |
| Send notifications by... | You can choose whether you want to receive these notifications as an email or in-app or both. You can make your selection by checking the relevant options. |
| When Approved Spend reaches...of contract/budget | This value sets the threshold at which CORE issues notifications. For instance, if you want to receive notifications only when the approved project spending reaches 75% of the contract or budget amount, you should specify the value as 75%. |
| ...send to... |
You can manage the recipients for each notification using the send to drop-down list. CORE allows you to pick as many recipients as needed. You can send this notification to the Project Manager, Principal, Project Originator, Team assigned to this project, or any employee or employee group. Note: Please note that the notification is sent to the selected recipients only once for each threshold. |
| Additional Threshold | You may want to receive notifications at various thresholds, such as 25%, 45%, 75%, 80%, and so on. You can set up as many notifications for additional thresholds as you need using this option. |
Monitor Projects
Monitoring projects allows you to trigger alerts or notifications when specific milestones are achieved. CORE allows you to set up these alerts here as well as in the Project Templates screen. These settings are then inherited into the project (Main or Standard type with phases and subphases) while creating a project from the template. You can control when and how these alerts should be sent out. You can also enable or disable each project notification at any time.
To set up project notifications, watch this video or follow these steps:
- Open the Projects screen from the side menu > Projects.
- In the list view, click
on a project row and select View Details.
-
In the Project Center view, go to the Settings > Monitoring tab.
- To start receiving notifications upon reaching a milestone on the project, you must enable this option by turning on Enabled. Check Field Descriptions above for details.
- You can choose whether you want to receive these notifications as an email or in-app or both by checking the relevant options.
- Enter a value and set the threshold at which CORE sends you notifications when specific milestones are achieved.
- You can manage the recipients for each notification using the send to drop-down.
- Click Additional Threshold to set notifications for additional milestones.
- Click Save.