Insights Alerts

Customize your company's alert thresholds for Join Insights

Insights Alerts

Alert rules can be created and customized to automatically alert you when your projects exceed the set threshold. This will allow you to quickly see which projects need attention and are potentially at risk.

A default set of alert rules will automatically be enabled for you. From there, you can customize, add, or delete these rules to match your company's preferences. These rules will apply across your whole company and will require you to be a Join Company Administrator and have access to the Join Insights module in order to modify them.

The alert rules can be accessed by navigating to Company Settings > Insights Alerts, or by clicking the Configure Alerts button on the Insights page.

Cost Alerts

Costs alerts monitor the costs on your projects and trigger when the specified threshold is exceeded.

Gap

Gap alerts monitor the difference between a project's Running Total and Budget, and trigger when the Gap exceeds the specified threshold. Set the desired Gap percentage for each Milestone Design Phase.

Path to Budget

Path to Budget alerts monitor the Gap for a project's best-case scenario by taking into account deductive pending items. Set the desired Gap percentage for each Milestone Design Phase.

Items Alerts

Items alerts monitor past due items and trigger when the specified threshold of past due by more than a specified time is exceeded. Set the desired percentage of pending items and a duration in days.

Contingencies & Allowances Alerts

Contingencies & Allowances alerts monitor potential draw down and trigger when the specified threshold is exceeded. Set the desired percentage remaining for each Milestone Design Phase.

Adding and Deleting Alert Rules

To add a new alert rule, click the + Add Alert button under each alert section and enter the desired threshold values.

To delete an existing alert rule, click the red trashcan icon to the right of the alert rule.

Enabling and Disabling Alert Rules

Each alert rule can be enabled or disabled by clicking the toggle to the left of the alert rule.