System Notifications

A notification is an automated way of being notified when specific actions occur within the application, such as when a resource submits their timesheet, when a new work item is added, updated, and so on. Some notifications--system notifications--are available to all users; some notifications--custom notifications--can be configured by each user from the Define Notifications tab in the Tools module.

You can use the System Notifications tab to manage the notifications that will be available to all of the users in your organization. System notifications are available for many events associated with the lifecycle of a work item, such as adding resource allocations or assigning risks. The full list of system notifications is available in the System Notifications tab.

Adding a system notification

You cannot add system notifications.

Editing a system notification

You can use the Edit System Notifications dialog box to modify a system notification. System notifications are preset. System notifications are available for many events associated with the lifecycle of a work item, such as resources added, risks assigned, or timesheets due. Your administrator can enable and disable system notifications to meet the needs of the users. The administrator can also edit a system notification to make it more useful for your enterprise. The administrator uses the System Notifications tab of the System Settings module to set up system notifications.

To edit a system notification

From the application toolbar, click Setup, and then select System Settings.
Select the System Notifications tab.
Select a notification and click Edit Notification.
In the Edit System Notifications, dialog box, make your changes.
Click Save.

Enabling default system notifications

Enabled system notifications that are also default notifications will be sent to all users in your organization regardless of their individual subscription preferences. If a default system notification is changed so that it is no longer a default system notification, all user subscriptions to that system notification will be removed.

To enable a default system notification

From the application toolbar, click Setup, and then select System Settings.
Select the System Notifications tab.
Select the check-boxes from both the Enabled and Default columns beside the notifications you want to enable.

Enabling system notifications

System notifications that are enabled will be available to users in your organization from the My Notifications tab in the Tools module.

To enable a system notification

From the application toolbar, click Setup, and then select System Settings.
Select the System Notifications tab.
Select the check-box from the Enabled column beside the notification that you want to enable.

Scheduling system notifications

You can configure the Timesheet Due and Timesheet Overdue system notifications to be sent to recipients at a scheduled time.

To schedule system notifications

From the application toolbar, click Setup, and then select System Settings.
Select the System Notifications tab.
Select a notification that has an On Schedule trigger, such as Timesheet Due or Timesheet Overdue, and then click the Edit System Notifications button.
In the Edit System Notifications dialog box, select the Schedule tab.
Under Job Schedule, choose the frequency, time of day, and day of the week or month.
Click Save.

Viewing system notifications

The list of system notifications is available from the System Notifications tab in the System Settings module.

To view system notifications

From the application toolbar, click Setup, and then select System Settings.
Select the System Notifications tab.