Managing Notifications for a Template

You can set conditions in a template that specify when and to whom project notifications are sent. The Notification window displays notifications selected at the type level. You can set the parameters, priority, and recipient information for notifications for all projects created from the template.

If notification recipients were not selected in the project type, you are required to select them in the template.

Tip: You can use the same condition more than once with the option to set different details for the notification. For example, you can send a Percentage Complete notification to the manager when a project is 50% complete, and the same notification to the partner when a project is 90% complete.

To manage template notifications, do the following:

1. Open the Templates list.
   • From Dashboard. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Project templates under Workstream.
   • In Workstream. Click Templates in the Manage group on the Manage ribbon.
2. Select a project template, and then click. You can also right-click and select Open from the menu.
3. Click Notifications on the navigation panel.
4. Select a row in the grid, and then do one of the following:
• Add a notification. Click Select Conditions on the button bar, or right-click and select Select Conditions from the menu to open a list of notification conditions. See Assigning Notification Conditions for more information.
• Remove a notification. Select the condition for the notification from the grid, then click Remove on the button bar, or right-click and select Remove from the menu to remove the selected cell.

Explain the components of the window and the right-click menu.

Component	Description
Select Conditions	Selects conditions for a notification.
Copy Condition	Displays a window containing a copy of information from the selected record. The new condition is inserted directly below the selected condition.
Add Recipient	Adds a recipient to a notification.
Edit	Edits an existing record.
Remove	Removes the selected row from the grid.
Basis	Displays the basis you selected for the condition.
Condition	Displays rule parameters shown in blue underlined font. Click each parameter to display the Set Parameter window, allowing you to select a different value.
Lock	When indicated as locked, only basis, condition, and parameter are locked.
Priority	Allows you to select a priority for the notifications.
Select By	Allows you to select the classification of the recipient, such as role, staff, team, email, or client responsible staff.
Recipient	Allows you to select a specific role, staff, team, email address, or client responsible staff, such as manager or partner. If no assignee is defined, the notifications will be sent to the default administrator.

Note: Notifications can be added to worksteps also. See Managing Workstep Notifications for a Project Template for more information.

5. Click Save.