Effective project management relies heavily on timely communication and notifications. This article will guide you through the process of setting up and customizing notification roles, ensuring you stay informed about crucial project events and milestones. Follow these steps to optimize your project management workflow:
1. Click on Admin > Roles to review existing notification roles.
2. Click on the blue name of the desired notification role (default or custom) to access its settings.
3. Ensure the toggle to the left for the Project module is blue (enabled)
4. Under Event Notifications, check the boxes for events you want to trigger notifications. Below are our available Project events:
Project is Over Budget: A project is over budget by 5% or more.
Project Administrator Assigned/Reassigned: A project administrator has been assigned or reassigned to a project.
Project Budget Revised: A project's current budget has been changed.
Project Completed/Reopened: A project's completion status has been changed.
Project Lead Assigned/Reassigned: A project lead has been assigned or reassigned to a project.
New Project Task: A new project task is created
Project Start/End Date Changed: The start and/or end date of a project has been changed
Project Task Coming Due: A Project Task is approaching its end date. This notification fires when a Project has reached 80% of its total duration.
Project Task Due: A Project Task has reached its end date. The notification fires when a Project has reached 100% of its total duration.
Project Task Overdue: A Project Task is still overdue. This notification fires every two days after the initial one until the Project is completed or the end date is updated.
Project Coming Due: A project is approaching its end date. This notification fires when a project has reached 80% of its total duration.
Project Due: A Project has reached its end date. The notification fires when a Project has reached 100% of its total duration.
Project Overdue: A Project is still overdue. This notification fires every two days after the initial one until the Project is completed or the end date is updated.
Project Task Assignee Change: A project task assignee has been changed.
6. Click "Save Role" afterward to ensure the changes are saved.
7. When configuring a custom role, link it to a user at the property level using one of two methods:
From the property grid:
Check the box to the left of the Property or Properties you wish to add the User/Role. Once at least one Property has been selected, buttons will appear at the top of the Grid. Click Add Contacts and choose the appropriate Role and Contact(s). Then, click Save.
From the property information page:
To link the Role to a Property from within the Property's page, click the name of the chosen Property from the Property Grid. Navigate to the Contacts tab and click Add Contact.
A new window will pop up. Select the Role and Contact(s) from the dropdown menus. Then, click Add Role.
Notification Roles can be overridden at the Property level. Within My Properties, select a Property. Navigate to the Notifications tab, and check the box next to "Override default notification configuration from management company." From here, edits can be made by clicking the dropdown menu. Once an edit has been made, the change is automatically saved.
