9 3 UG:Member Settings and Notifications

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Contents

[edit] Personal Settings and Notifications

[edit] Personalize Page for Personal Dashboard

The PERSONALIZE PAGE of the Personal Dashboard lists the channel names that apply to the Personal Dashboard. Display of these channels can be enabled or disabled and their content defined for view with or without scrollbars.

[edit] Personal Profile

You can update your personal information at any time. Simply go to the setup module and click on the personal setup channel in your personal profile. Make any changes you want, and click [Apply] to propagate the changes. Please note that this information is private and secure as defined by the policies on this site. There are five tabs in your personal profile:

  1. Name
  2. Address
  3. Login
  4. License
  5. Domain Migration

The contents of each tab are described below.

[edit] Name

This tab contains your primary contact information. Required fields include first name, last name, display name, and e-mail address. As most notifications, including meeting invitations, task assignments, and calendar items go to your e-mail address, this must be kept current.

[edit] Address

This tab contains your physical address. As appointments, check in, and check out use GMT times, make sure you select the correct time zone. To ensure that all means of contact are covered, you can add your mobile phone number, pager number, and email addresses to your personal profile.

[edit] Login

This tab contains login, password, and jog question information. You can change these parameters as desired, but you must enter your current login and password in order to update this page. Note that the jog question is used as an additional identifier in case you forget or misplace your login information.

[edit] License

The license tab displays your current license information as well as the history of licenses you were associated with before. You can switch to another license, but you must have a valid license key.

[edit] Domain Migration

The domain migration tab shows all currently supported domains you can migrate to.

Dashhboard Settings

You are able to add or remove information channels on your personal dashboard page within the dashboard settings module area.

For more information on applying the various channels for the dashboard, refer Personalize Page

Notifications

Email notifications or alerts are sent to inform you or other users of changes within the Project.net workspaces. Email notifications are also sent when new items are assigned to you or when you are invited to a meeting or workspace. This page allows you to personalize the type of e-mail notifications that will be sent to you. You can choose to be notified immediately or have notifications batched into daily or weekly emails.

Triggers include milestones, calendar dates, new documents, updated documents, status changes, added documents, deleted documents, projects or subprojects that have reached completion, missed deadlines, and members removed (job change, transfer, leave). As not all events require an immediate response, you can also tailor the notice to match the importance of the event.

[edit] Personal Settings for a Project

There are two channels in the personal settings module area:

  1. Dashboard Channels
  2. Notifications

[edit] Channel Manager

The Channel Manager allows you to personalize the appearance of your dashboard.

You can decide which information channels will be displayed on your PROJECT DASHBOARD page. You can control the listing that appears on the channel bars by choosing to display the bars or scrolling the contents of the channel bars. To do this, select the icon to the left of the desired channel bar.

Add or Remove Channels

You can add or remove channels of a dashboard.

Notifications

Email notifications or alerts are sent to inform you of changes within the workspaces you are a member of.

Email notifications are also sent when new items are assigned to you or when you are invited to a meeting or workspace. This page allows you to personalize the type of e-mail notifications that will be sent to you. You can choose to be notified immediately or have notifications batched into daily or weekly emails. Triggers for email notifications include milestones, calendar dates, new drawings, updated drawings, status changes, added documents, deleted documents, projects or subprojects that have reached completion, missed deadlines, and members removed from the project (job change, transfer, leave). As not all events require an immediate response, you can also tailor the notification to match the importance of the event.

[edit] Global Settings

[edit] Personal Profile

You can update your personal profile at any time. Simply go to the setup module and click on the global settings channel and on personal profile. Make any changes you want, and click apply to propagate the changes. Please note that this information is private and secure as defined by the policies on this site.

There are five tabs in your personal profile:

  1. Name
  2. Address
  3. Login
  4. License
  5. Domain Migration

Name Tab

This tab contains your primary contact information.

Required fields are:

  1. First name
  2. Last name
  3. Display name
  4. Email address

As most notifications including meeting invitations, task assignments, and calendar items go to your email address, this must be kept current.

Address Tab

This tab contains your physical address information.

As appointments, check-in, and check-out use GMT times, make sure you select the right time zone. To ensure that all means of contact are covered, you can add a mobile phone number, a pager number, and an e-mail to your personal profile.

Login Tab

This tab contains login, password, and jog question information.

You can change these parameters as desired, but you must enter your current login and password in order to update this page.

Note that the jog question is used as an additional identifier in case you forget or misplace your login information.

License Tab

The license tab displays your current license information as well as the history of licenses you were associated with before.

You can switch to another license, but you must have a valid license key.

Domain Migration Tab

The domain migration tab shows all currently supported domains you migrate to.

[edit] Personal Settings for the Business

There are two channels in the Personal Settings module area:

  1. Dashboard Channels
  2. Email Notifications

Dashboard Channels

The Channel Manager allows you to personalize the appearance of your dashboard. You can decide which information channels will be displayed on your business dashboard page. Choosing to display the bars or rolling the contents of the channel bars by selecting the icon at the left of the desired channel bar can control the listings appearing on the channel bars.

Add or Remove Channels

To add or remove channels of a dashboard, simply use the following procedure:

  1. Go to the BUSINESS (workspace).
  2. Click the SETUP module on the navigation bar. The SETUP INFO page opens.
  3. In the Personal Settings module area, click the [Dashboard] button. The CHANNEL MANAGER page opens.
  4. Choose which channels you would like active or inactive.
  5. Click the [Submit] button to finish your modifications and return to the SETUP MODULE page.

Email Notifications There are two channels in the Email Notifications module area:

  1. Manage Subscriptions
  2. Create a Type Subscription

Email notifications or alerts are sent to inform you or other users of changes within the Project.net workspaces. Email notifications are also sent when new items are assigned to you or when you are invited to a meeting or workspace.

Fro more information on Manage Subscriptions, refer Manage Subscriptions

For more information on creating a subscription, refer Create a New subscription

The notification module allows the user to receive email messages each time a specified change within a Project.net workspace occurs.

Generally, two types of notifications can be differentiated:

  1. system notifications
  2. user-configurable notifications

System Notifications

System notifications are standard messages from the Project.net system. A user cannot change these messages.

These messages include:

  1. Submission of verification code during the registration process
  2. Invitation to a workspace (project or business)
  3. Invitation to a meeting
  4. Assignment of a task or milestone
  5. Deletion from a business or project
  6. Receipt of a workflow activity

Configurable Notification

There are several types of individually configurable notifications available within the different modules. The title of the notifications is self-explanatory to ease any definition of new subscriptions and to allow a better overview of the existing notifications.

The Space Administrator of a workspace can create all Notifications for all users. The Users themselves can also create notifications within their personal workspace.

The user can view all notifications where the user is defined as a receiver through the Setup page of their personal workspace.

Each subscription can be named individually and a unique subscription message can be added.

Selecting the link notifications in the Setup module of each workspace creates the notifications. Another way to set up notifications is to select an object’s radio button and click on the notification symbol on the action tool bar. Creating a notification in this way shows only those types of notifications that can be applied to this object.

It is possible to define the frequency of notifications based on the importance of the event. Email messages can be sent:

  1. immediately
  2. batched daily
  3. batched weekly
  4. batched monthly

[edit] Holidays and Work Schedule

A working time calendar (WTC) defines the working and non-working time for a project or an individual. A WTC can define working time repeated each week (a work week), a range of non-work days (a vacation), or single non-work days (a holiday).

The Personal WTC can be modified to define the personal Work time and also the vacation schedule of the member. This will help plan resources and assignments during the absence of the member.

[edit] More Help

[edit] Project.net User Guide

[edit] On-line Help

[edit] Project.net FAQ

[edit] Project.net User Forum


It is our belief that Project.net users know what they want in their Project.net documentation, therefore, we encourage you to edit this Wiki page and contribute your corrections and additions. If you read something that is not clear make a note of it on the Discussion tab.

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