Managing Notifications for a Project

A notification establishes conditions and thresholds that allow the program to alert you when these conditions and thresholds are met.

Notifications allow you to have the system monitor the data by looking for possible issues. This allows you to manage your firm rather than your project data. If a potential issue arises, you are alerted so you can deal with the issue before it becomes a problem.

Notifications selected at the type or template level are displayed. If the notifications are locked at either the type or template level, then the basis and condition options display a gray lock. Those options cannot be changed or removed at the project level.

If you are using worksteps and there is at least one workstep defined, you will see a Worksteps tab. Use the Worksteps tab to establish notifications based on events at the workstep level.

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 notifications, do the following:

1. Open the project profile.
2. Click Notifications on the navigation panel.
3. To work with a project-level notification, select the Project tab, 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 upper 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.
New item	Indicates a box has new information from the project template, which can be a different lock status, parameter value, or answer on the General Information window.
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.
Notified	Displays all of the recipients who received the notification. If the recipient is for a team or role, it will show the team or role name instead of the staff name that received the notification.
Sent	Shows the actual day and time that a notification was sent for each recipient.

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

4. Do one of the following:
   • Update one project. Click one of the Save options or Cancel.

   Button	Description
   Save	Saves the changes without exiting the window. An error message displays if you click this button before entering all required information.
   Save & New	Saves the changes and opens a new window. An error message displays if you click this button before entering all required information.
   Save & Close	Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
   Cancel	Exits the window without saving your changes.

   • Update multiple projects individually. Click one of the Save options or Cancel.

   Button	Description
   Save & Previous	Saves your changes and moves to the previous record.
   Save & Next	Saves your changes and moves to the next record.
   Save & Close	Saves your changes and closes the window.
   Cancel	Closes the window without saving any unsaved changes.

   • Update all selected projects. Click Reset, Continue, or Cancel.

   Button	Description
   Reset	Discards your changes in the current window and resets all sections back to their previous state.
   Continue	Compiles your changes, closes the window, and displays the All Selected Confirmation window, allowing you to review the detail of your changes. When you click Continue, the All Selected Confirmation window displays, allowing you to review the detail of your changes. Select or clear boxes to apply or remove your changes, and then click Apply.
   Cancel	Closes the window without saving your changes.

Note: You can open projects, Route Sheets, and linked work objects that are associated with project notifications from the Notifications pane in Dashboard.