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This page guides you through the process of managing Plan Management notifications.

These are the topics in this page:

Introduction

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The PM Notifications Dashboard provides the Plan Manager with an interface that allows for the dispatch of notifications to participants based upon the budget and invoice parameters of Plan Time Remaining, Budget Spent, Budget Over Utilisation, Budget Under Utilisation and No of days since last processing an Invoice.

The Plan Manager is provided with an notification settings interface that allows for the existing content of the notification to be reviewed and modified if required. Participant notifications as per the above parameters are available for output in the format of a pmnotifications.csv to enable a review by the Plan Manager.

Navigating PM Notifications Dashboard

The PM Notifications Dashboard is comprised of two screens, that include the Dashboard and the Dashboard Settings.

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 Click to expand and preview the objects that comprise the PM Notifications Dashboard

  1. Days

  2. Plan Time Remaining

  3. Budget Spend

  4. Over Utilisation %

  5. Under Utilisation %

  6. Invoice Days

  7. Search

  8. Notifications download

  9. PM Notification Settings

  10. Notifications Summary

  11. Notification Email

  12. Notification Email Send button

  13. SAVE notification template

  14. Previous / next notification summary page

  15. Search

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 Click to expand and preview the objects that comprise the PM Notifications Settings

  1. Budget Spend Format

  2. Budget Spend Heading

  3. Budget Spend Explanation

  4. Overspend Format

  5. Overspend Heading

  6. Overspend Explanation

  7. Underspend Format

  8. Underspend Heading

  9. Underspend Explanation

  10. Invoice Days Format

  11. Invoice Days Subject

  12. Invoice Days Explanation

  13. From User (optional)

  14. Subject

  15. Body

Dismiss a Notification

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Managing PM Notification Settings

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Review the Notification Email

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Generating the pmnotification file

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Accessing the Participant Plan

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