PM Task Time Notification – Postgres

Notify the PM with a list of tasks for their project as soon as the Timesheet is submitted.  This is a good substitute for PM approval. When a timesheet is submitted, then the PM knows the time entered by person.

This is an Auto-start process in Clarity named PM Time Notification – On Timesheet Submission and will be automatically spawned when a Timesheet is submitted. When the process is started it will be seen in the Initiated on the Processes tab. The process status can be monitored from Running to the Completed stage.

The Progress when 100% and the Status is Completed, an email would have arrived to the Project Manager with subject: “Resource <Name> has entered the following time on your Investment(s) for the week starting <Timesheet Start Date> ”. This email will list the Investments managed by the PM where task was entered by the Resource submitting the timesheet.  Each PM would get a separate notification. PM for project X notified, and PM for project Y gets notified in another email. Therefore, one timesheet may spawn out multiple emails. But, if both the Projects have the Same PM, then only a single email gets sent out. “Opt-out Timesheet Notifications” checkbox is provided on the Project for PM’s who do not want to get notified on those projects.

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Download Details

RegoXchange Content ID: EX2127

Submission Date:

Submitter:

Content Type: Clarity Studio

Related Modules: Project Management

Company: Rego Consulting

Version Support

Versions Supported: 14.x, 15.x, 16.x

Special Instructions

Special Instructions: