Notifications Overview

Notifications are brief updates about your work within the application. You receive notifications when you and your team members complete specific actions or processes. Notifications contain information about many types of content, including your workflows, portfolio budget plan scenarios, fields, reports, schedules, risk analysis, XML imports, and Primavera Gateway integration completion. Many notifications contain action links to pages related to their contents, such as workflow forms, budget reviews, or shared pages. Use notifications to ensure you and your team stay connected and complete tasks on time.

The following are some situations in which notifications are used:

Baselines and Scope Assignment Spread

You will receive notifications detailing whether your baseline and scope assignment spread operation was successful.

Portfolio Budget Plan Approval Processes

As a portfolio budget plan is being defined, the planner typically sends the unapproved plan scenario out for review to stakeholders, sends proposed project allocations to project managers for budget negotiations, and sends the final plan scenario out for approval. When the planner initiates each of these processes, a notification is sent to the people responsible for reviewing or approving that process. For example, when a planner sends a budget plan out for review, all reviewers receive a notification and are provided with a direct link to the Scenario Comparison page on which they conduct the review.

Custom Workflow Tasks

If you are assigned as the performer of a workflow task, you are notified when the task must be completed. Notifications provide links to current workflow tasks that you are assigned. Using notifications, you can quickly access any forms, field updates, or sub-workflows you need, and bring your budget plan reviews, approvals, and processes to an efficient conclusion.

Field Creation

You can create a field and customize the data you want it to measure. You can use fields in projects and portfolios to capture important information. You receive a notification when a field you created is ready for use.

Discussion Mentions

You will receive a notification if another user mentions you in a discussion. The notification includes a direct link to the discussion so you can easily review the conversation and reply as appropriate.