As a FM, PMO, I can setup email notifications

Functional Managers(FM) and Project Management Office(PMO) can set email notifications at BU DATA > Notifications Scheme.

If the corresponding box is marked, some people, according to their role in the project inside the Business Unit, will receive an email if some event happens:

  • Project creation: FM will be notified if a project is created inside the BU.
  • Project deletion: FM and PMOs will be notified if a project is deleted.
  • Project inclusion: FM, PgM and PfM will be notified if the project changes Business Unit, Program or Portfolio, respectively.
  • Change of project state: Roles SH, RQ, SP, FM, PgM and PfM will be notified if project change state—initiating, planning, execution, closing, archived.
  • Change of project phase: Roles SH, RQ, SP, FM, PgM and PfM will be notified if project changes project phase.
  • Change of project status date: Roles SH, RQ and SP will be notified if project change published status date:
  • Main milestone met: Roles SH, RQ and SP will be notified if project meet some main milestone—associated to work package#0—that is, milestone actual date is updated.
  • Status report publication: Roles SH, RQ and SP will be notified when project status report is created.
  • Status report in Blockchain: Roles SH, RQ, SP, FM, PMO, PMA, PfM, PgM and PM will be notified when project status report is published in Blockchain.
  • Hours to submit: TMs with week hours pending to submit are notified.
  • Time sheet approval: Team Members will be notified if their submitted timesheets are approved for a day or for a week.
  • Expenses approval: Team Members will be notified if their submitted expenses are approved for a day or for a week.
  • Time sheet rejection: Team Members will be notified if their submitted timesheets are rejected for a day or for a week.
  • Expenses rejection: Team Members will be notified if their submitted expenses are rejected for a day or for a week.
  • Task assignment: Team Members will be notified if they are assigned to tasks.
  • Task completion: Roles PMA and PM will be notified when a project task is completed.
  • TM assignment: When assigning a TM to a work package, he will be notified, along with his RM.
  • TM removal: When removing a TM from a task, he will be notified, along with his RM.
  • SH assignment: When assigning a SH to a project, he or she will be notified, along with roles PMA and PM.
  • SH removal: When removing a SH from a project, he or she will be notified, along with roles PMA and PM.
  • PM assignment: When assigning a PM to a project, he or she will be notified, along with roles RQ, SP, PMA, PfM and PgM.
  • PM removal: When removing a PM from a project, he or she will be notified.
  • PMA assignment: When assigning a PMA to a project, he or she will be notified, along with the other roles PMA and PM.
  • PMA removal: When removing a PMA from a project, he or she will be notified, along with the other roles PMA and PM.
  • SP assignment: When assigning an SP to a project, he or she will be notified.
  • SP removal: When removing an SP from a project, he or she will be notified.
  • RQ assignment: When assigning a RQ to a project, he or she will be notified.
  • RQ removal: When removing a RQ from a project, he or she will be notified.