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
- Click the Edit button to the right of Notify PM when a project is modified.
- 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.
- 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.
- Enter 1 in the Only Notify Internal Providers field if you wish to limit notifications about project modifications to internal providers.
- For each row in the table:
- 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.
- 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.
- Click Update Lists to revert back to your last saved settings.
- Click Save when you're satisfied with the current settings.