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ProjectSight Mobile
Take ProjectSight's cloud-based construction project management software with you in the field on your phone or tablet.
You can set up email notifications that will be sent to record participants. Participants include the author, assignees, and courtesy copy recipients, as well as individual contacts and contacts of companies that are listed in any standard record fields. Attendees in meeting minute records are not participants.
The following notifications may be available:
- When an assignment is added to the record, the assignee receives an email.
- When a courtesy copy is added to the record, the recipient receives an email.
- When a new comment is added to the record, record participants receive an email.
- When the status of the record is changed, record participants receive an email.
- When an open assignment in an unlocked record is due soon or overdue, the assignee receives an email.
If the record type uses status workflows, the RecordType - Status Changed setting determines whether emails are sent when a record changes to a status with a notification.
Example
If the RFI - Status Changed setting is on, a notification is sent when an RFI changes to Closed but not when it changes to Open.
Status notification is on only for the Closed status
If the record type uses ball-in-court workflows:
- The RecordType - Workflow step changed setting determines whether emails are sent to participants who are not a current assignee when a record moves to the next workflow step.
- The overdue notification is sent to the workflow manager, if one is added to the workflow template, and to the step assignee.
- Users can turn off some notifications in their preferences.
- If the record type uses status workflows, the RecordType - Status Changed setting determines whether emails are sent when a record changes to a status with a notification.
- Assignment reminder notifications are sent based on the schedule for the record type.
Example
The RFI - Comments Added setting is on, but a user turns off her notifications for new comments. When a comment is added to an RFI, she doesn't receive an email, but the other record participants do.
Notifications for new comments are off for a user
Example
If the RFI - Status Changed setting is on, a notification is sent when an RFI changes to Closed but not when it changes to Open.
Status notification is on only for the Closed status
To open the notification settings
- Open the record settings.
- Select the item type.
- On the settings menu, select Notifications.
Turning on record notifications
You can turn on notifications and include a report that's attached to the email.
If the selected report becomes unavailable, the default single report is used instead.
To add a record notification
- In the notifications list, select the Enabled checkbox for the notification.
- For daily reports: To notify contacts, select the Notify Contacts checkbox for the notification.
- To include a report with each notification, select the Include Report column, and then select a report.
- Select outside of the Include Report column.
Contacts are company and project contacts that are not ProjectSight users.
Turning off record notifications
You can turn off record notifications so that email notifications aren't sent to record participants.
To turn off a record notification
- In the notifications list, clear the Enabled checkbox for the notification.
Setting up assignment notifications
When assignments are due soon or overdue, you can send email notifications to remind assignees of open assignments in unlocked records.
Users can also turn off their personal notifications, so they may not receive the assignment notification.
To set up assignment notifications
- In the portfolio or project settings, open the notification settings.
- To set up a notification for assignments that are due soon:
- In the Reminder Notification Time field, enter the number of days prior to the due date when the first notification will be sent.
- In the Reminder Notification section, select how often the notification will be sent.
- To set up a notification for overdue assignments:
- In the Overdue Notification section. select how often the notification will be sent.
- Select the Enabled checkbox for the notifications.
Reports can't be included with assignment notifications.