Notify PM when a project is modified

Notify project managers and providers when configurable elements of the project are modified. Select which project changes trigger this notification.

Procedure

  1. Click the Edit button to the right of Notify PM when a project is modified.
  2. In the Notification type on project modification field, select one of the five options to determine who should receive notifications based on the current status of tasks in the workflow.
  3. Enter 1 in the Notify Providers ONLY when source documents updated field if you wish to limit notifications to providers to include no other changes except updates to source documents.
  4. Enter 1 in the Only Notify Internal Providers field if you wish to limit notifications about project modifications to internal providers.
  5. For each row in the table:
    1. Identify the Target Audience and the system module (Modifications made from field) you want to monitor for changes. Modifications are made from Project Manager Portal or the Customer Portal.
    2. In the Notification Elements column, use the arrows to move fields from the Available list to the Selected list. When a change occurs in a Selected field, the system triggers the Project Modified notification template and sends a notification to the appropriate provider or project manager.
  6. Click Update Lists to revert back to your last saved settings.
  7. Click Save when you're satisfied with the current settings.