These notification settings are used to determine who receives email notifications for various actions taken in the system.

For each "action" (i.e. Add Project, Edit User, etc.) four groups of people can be notified, including Owners, Project Members, those Affected by the action and Other Users. Owners, Project Members and Affected are pre-defined in the system and explained below. Other Users, makes it possible to select other specific users in the system that should be notified of certain actions.

To select which users will receive notification for each action check the boxes next to each action under the columns Owners, Project Members and Affected. To select Other Users to receive email notifications click the Edit button. If there are other users receiving notifications, a number (of users) will appear next to the Edit button. Clicking the number will launch a popup window with a list of these users.

When finished, click the Update button to save changes.

Below, a list of all available notifications and the logic of Owners, Project Members and Affected is defined.

Projects

Add Project

• Owners: These are the owners of the project, as defined on the Project View page.
• Project Members: These are the project members, as defined on the Project View page.
• Affected: This does not apply in this event.

Edit Project

• Owners: These are the owners of the project, as defined on the Project View page.
• Project Members: These are the project members, as defined on the Project View page.
• Affected: This does not apply in this event.

Delete Project

• Owners: These are the owners of the project, as defined on the Project View page.
• Project Members: These are the project members, as defined on the Project View page.
• Affected: This does not apply in this event.

Warehouse Project

• Owners: These are the owners of the project, as defined on the Project View page.
• Project Members: These are the project members, as defined on the Project View page.
• Affected: This does not apply in this event.

Add/Delete Project Members

• Owners: These are the owners of the project, as defined on the Project View page.
• Project Members: These are the project members, as defined on the Project View page.
• Affected: This sends an email notification to the added user.

Add Change Request

• Owners: This does not apply in this event.
• Project Members: This does not apply in this event.
• Affected: This sends an email notification to the user making the request.

Approve/Deny Change Requests

• Owners: This does not apply in this event.
• Project Members: This does not apply in this event.
• Affected: This sends an email notification to the user who made the request.

Documents

Add Document

• Owners: These are the owners of the project, as defined on the Project View page.
• Project Members: These are the project members, as defined on the Project View page.
• Affected: These are users within the department(s) defined when the document was added (if departments were associated with the document).

Edit Document Info

• Owners: These are the owners of the project, as defined on the Project View page.
• Project Members: These are the project members, as defined on the Project View page
• Affected: These are users within the department(s) defined when the document was added (if departments were associated with the document) and the original poster of the document.

Delete Document

• Owners: These are the owners of the project, as defined on the Project View page.
• Project Members: These are the project members, as defined on the Project View page
• Affected: These are users within the department(s) defined when the document was added (if departments were associated with the document) and the original poster of the document.

Add Folder

• Owners: These are the owners of the project, as defined on the Project View page.
• Project Members: These are the project members, as defined on the Project View page.
• Affected: This does not apply in this event.

Edit Folder Info

• Owners: These are the owners of the project, as defined on the Project View page.
• Project Members: These are the project members, as defined on the Project View page.
• Affected: This does not apply in this event.

Delete Folder

• Owners: These are the owners of the project, as defined on the Project View page.
• Project Members: These are the project members, as defined on the Project View page.
• Affected: This does not apply in this event.

Checkout Document

• Owners: These are the owners of the project, as defined on the Project View page.
• Project Members: These are the project members, as defined on the Project View page.
• Affected: These are the users assigned to the document.

Cancel Checkout Document

• Owners: These are the owners of the project, as defined on the Project View page.
• Project Members: These are the project members, as defined on the Project View page.
• Affected: These are the users assigned to the document.

Schedules

Add Schedule Step(s)

• Owners: These are the owners of the project, as defined on the Project View page.
• Project Members: These are the project members, as defined on the Project View page.
• Affected: These are user(s) assigned to the added step.

Edit Schedule Step(s)

• Owners: These are the owners of the project, as defined on the Project View page.
• Project Members: These are the project members, as defined on the Project View page.
• Affected: These are user(s) assigned to the edited step.

Delete Schedule Step(s)

• Owners: These are the owners of the project, as defined on the Project View page.
• Project Members: These are the project members, as defined on the Project View page.
• Affected: These are user(s) assigned to the deleted step.

Schedule Step Completed

• Owners: These are the owners of the project, as defined on the Project View page.
• Project Members: These are the project members, as defined on the Project View page.
• Affected: These are user(s) assigned to the completed step.

  Note: When a step is completed, the system checks to see if the completed step has any dependant steps. If so, the system will automatically send out an email notification to the user(s) assigned to the dependant step notifying them that they can start.

Late Task

• Owners: These are the owners of the project, as defined on the Project View page.
• Project Members: These are the project members, as defined on the Project View page.
• Affected: These are user(s) assigned to the step.

  Note: The text field allows you to define how many days after a step is late, to send the email notification. It will also continue to send notifications at the interval if the step remains late.

Next Step

• Owners: These are the owners of the project, as defined on the Project View page.
• Project Members: These are the project members, as defined on the Project View page.
• Affected: These are user(s) assigned to the step.

  Note: The text field allows you to define how many days in advance of an upcoming step, to send the email notification.

Dependency Notification

• Owners: These are the owners of the project, as defined on the Project View page.
• Project Members: This does not apply in this event.
• Affected: These are the user(s) assigned to the dependent step which has had its parent completed.

Budgets

Add Budget

• Owners: These are the owners of the project, as defined on the Project View page.
• Project Members: These are the project members, as defined on the Project View page.
• Affected: This does not apply in this event.

Edit Budget

• Owners: These are the owners of the project, as defined on the Project View page.
• Project Members: These are the project members, as defined on the Project View page.
• Affected: This does not apply in this event.

Delete Budget

• Owners: These are the owners of the project, as defined on the Project View page.
• Project Members: These are the project members, as defined on the Project View page.
• Affected: This does not apply in this event.

Budget Milestones

• Owners: These are the owners of the project, as defined on the Project View page.
• Project Members: These are the project members, as defined on the Project View page.
• Affected: This does not apply in this event.

  Note: This sends an email notification as the project reaches 25%, 50%, 75% and 100% of the Estimated Net Cost.

Users

Add User

• Owners: These are project managers as defined on the User View page (for each user).
• Project Members: This does not apply in this event.
• Affected: The added user.

Edit User

• Owners: These are project managers as defined on the User View page (for each user).
• Project Members: This does not apply in this event.
• Affected: The edited user.

Delete User

• Owners: These are project managers as defined on the User View page (for each user).
• Project Members: This does not apply in this event.
• Affected: This does not apply in this event.

Add Team

• Owners: These are project managers as defined on the User View page (for each user).
• Project Members: This does not apply in this event.
• Affected: These are the users added to the team.

Edit Team

• Owners: These are project managers as defined on the User View page (for each user).
• Project Members: This does not apply in this event.
• Affected: These are the users on the team.

Delete Team

• Owners: These are project managers as defined on the User View page (for each user).
• Project Members: This does not apply in this event.
• Affected: These are the users on the team.

Add Vacation/Sick Days

• Owners: These are project managers as defined on the User View page (for each user).
• Project Members: These are users that are included on the same project(s) as the user in question.
• Affected: The user for whom the vacation/sick days were added.

Edit Vacation/Sick Days

• Owners: These are project managers as defined on the User View page (for each user).
• Project Members: These are users that are included on the same project(s) as the user in question.
• Affected: The user for whom the vacation/sick days were added.

Delete Vacation/Sick Days

• Owners: These are project managers as defined on the User View page (for each user).
• Project Members: These are users that are included on the same project(s) as the user in question.
• Affected: The user for whom the vacation/sick days were added.

Vacation Reminder

• Owners: These are project managers as defined on the User View page (for each user).
• Project Members: These are users that are included on the same project(s) as the user in question.
• Affected: The user who is going on vacation.

  Note: The text field allows you to define how many days in advance of a vacation's start date an email notification should be sent. This does not apply to company-wide vacations.

Timesheets

Timesheet Alert (pre-expire)

• Owners: This does not apply in this event.
• Project Members: This does not apply in this event.
• Affected: This includes everyone in the system that uses Timesheets.

  Note: The text field allows you to define how many days prior to the timesheet period's end an email notification should be sent.

Timesheet Alert (post-expire)

• Owners: This does not apply in this event.
• Project Members: This does not apply in this event.
• Affected: This includes everyone in the system that uses Timesheets who has not completed their timesheets for the current period.
• Other: This sends out a list of users who have yet to complete their timesheets for the current period.

  Note: The text field allows you to define how many days after the timesheet period has expired to send an email notification.

Add Company-Wide Vacation Days

• Owners: This does not apply in this event.
• Project Members: This does not apply in this event.
• Affected: This includes everyone who is affected by the company-wide vacation (determined by office).

Edit Company-Wide Vacation Days

• Owners: This does not apply in this event.
• Project Members: This does not apply in this event.
• Affected: This includes everyone who is affected by the company-wide vacation (determined by office).

Delete Company-Wide Vacation Days

• Owners: This does not apply in this event.
• Project Members: This does not apply in this event.
• Affected: This includes everyone who is affected by the company-wide vacation (determined by office).

Issue Tracker

Add Issue

• Owners: This does not apply in this event.
• Project Members: This does not apply in this event.
• Affected: This includes all issue participants as defined when adding/opening an issue.

Edit Issue

• Owners: This does not apply in this event.
• Project Members: This does not apply in this event.
• Affected: This includes all issue participants as defined when adding/opening an issue.

Delete Issue

• Owners: This does not apply in this event.
• Project Members: This does not apply in this event.
• Affected: This includes all issue participants as defined when adding/opening an issue.

Reply to Issue

• Owners: This does not apply in this event.
• Project Members: This does not apply in this event.
• Affected: This includes all issue participants as defined when adding/opening an issue.

Management Reports

Add Company Report Template

• Owners: This does not apply in this event.
• Project Members: This does not apply in this event.
• Affected: This includes all users who have access to the company report template.

Edit Company Report Template

• Owners: This does not apply in this event.
• Project Members: This does not apply in this event.
• Affected: This includes all users who have access to the company report template.

Delete Company Report Template

• Owners: This does not apply in this event.
• Project Members: This does not apply in this event.
• Affected: This includes all users who have access to the company report template.