Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
This automation is designed to automatically calculate each job's current budget percent, and to notify Job Managers and Partners if a job has exceeded 50% or 100% of its budget.
This process consists of three Custom Processes:
- Job Budget Tracking
- Job Budget Tracking 50% Alert
- Job Budget Tracking 100% Alert
The Job Budget Tracking process includes two Execute Process steps, used to run the Job Budget Tracking 50% Alert and Job Budget Tracking 100% Alert, from within the Job Budget Tracking process. The Execute Process steps ensure the alerts are issued at the appropriate time based on the current job budget percent.
Merge Fields are used within the Job Budget Tracking process to calculate the current percentage of the budget versus actual. The result is displayed in a Job Custom Field to provide clear visibility of budget progress and to allow the alert processes to be triggered. Please ensure you download the correct file corresponding to your FYI Plan, as the Merge Fields are different for each plan.
This custom automation has been created by the FYI team, ready to be imported to use in your practice. To download our quick reference guide, click here (or download the file from the bottom of this article).
Importing this Custom Automation
Click here to download the file used to import the example Custom Process, ready for you to test and activate, or customise to suit your practice (or download the file from the bottom of this article).
Note: If you are using Chrome as your browser, the link may not automatically download the zip file. You need to right-click on the download link above, select Copy link address and paste it into a new browser tab in the browser's URL field.
Note: Ensure you download the zip file corresponding to your FYI Plan only. Merge Fields differ for Pro and Elite plans.
When you have downloaded the file, you can import the Custom Process. Refer to Importing Custom Processes and Importing Custom Processes using Drag and Drop.