Workflow Notifications in Project Resource Management

Send notifications when you submit project resource requests, propose, approve, or adjust resource assignments, or change resource staffing options.

The aspects of resource management notifications include:

• Actions that trigger notifications

• Notification settings

• Workflow notification example

Actions That Trigger Notifications

The following table lists the actions that trigger notifications, the notification recipient, and the next step for the recipient.

Action Performed By	Action	Recipient	Required Action for Recipient
Project resource requester	Submit project resource request for fulfillment Approve or reject proposed resource for assignment Submit assignment schedule change Cancel assignment	Staffing owner and other recipients specified in the workflow configuration	Information only Approve or reject assignment schedule change (for submitted assignment schedule changes)
Project resource requester	Approve resource for assignment Adjust assignment schedule or cancel assignment	Resource	Information only
Staffing owner	Propose resource to fulfill assignment Submit assignment schedule change Submit assignment cancellation	Project resource requester and other recipients specified in the workflow configuration	Approve or reject the proposed resource, assignment schedule change, and assignment cancellation
Administrator Maintain Project Enterprise Labor Resource process	Deselect the Manage Resource Availability and Staffing option in the resource definition	Resource pool owner Project managers for projects where the resource is a team member	Information only
Administrator Maintain Project Enterprise Labor Resource process	Enter a To Date in the resource definition to set a date when the resource is no longer available for staffing	Project managers for projects where the resource is a team member	Information only
Staffing owner	Submit and approve project resource assignment	Project resource requester	Information only
Staffing owner	Submit assignment adjustment or cancellation	Project resource requester	Approve or reject the assignment adjustment or cancellation

Notification Settings

Enable notifications by selecting the following options on the Manage Project Resource Management Implementation Options page:

• Notify staffing owner when a project resource request is submitted

• Notify requester when a resource is proposed to fulfill a project resource request

  Tip: If you don't enable this workflow implementation option, the requester can still approve or reject the resource on the project resource request.

• Notify resource when a project resource assignment is created or adjusted

Workflow notifications are automatically enabled to notify a resource pool owner and project managers when a resource is no longer eligible to fulfill project resource requests. No implementation setup is required for this type of workflow.

Workflow Notification Example

This example describes a project resource request flow that uses workflow notifications. The example describes the activities of a requester, the application, and a staffing owner, and the associated workflow notifications.

In the following figure:A project manager submits a request for a new project resource.The resource manager searches for qualified, available candidates and finds a resource that's a good match for the project.The resource manager proposes the resource for a confirmed assignment and submits the request for the project manager to approve the proposed resource.The project manager receives an email notification requesting approval of the resource, and approves the resource. This action fulfills the project resource request, confirms the resource on a project assignment, and launches an email notification to inform the resource and resource manager that the resource is approved.