Process triggers

Set a duration trigger for a process to execute when the set period in relation to the expected job due date has passed. The duration triggers help to monitor the progress of a business process and ensure timely escalations.

Triggers are only executed for an active job; they are not executed if the job is on hold or completed. See the following table for an example.

The budgeting or costing shows how resources relate to processes. It helps management benchmark and focus on becoming more competitive and cost-effective over time.

The budget triggers help you monitor and deal with a business process that is about to go over budget. You can configure budget triggers to act when the budget spent runs outside its normal business tolerance and when the expected cost of a completed job is under or over the estimated target budget.

The budget triggers are typically used for business processes that use resource costing; the budget spent is calculated based on resource costs, fixed costs, and actual time spent on tasks.