Your notifications settings

There are system wide notification settings that are defined by your Projectworks administrator. They set up the rules for some of the notifications.

Each person can specify their preferences for receiving notifications (within the rules set by the administrator). You can choose which events you are notified about, and how you are notified. There are also some suggested settings for various roles within an organisation.

Setup your notification preferences

You can access your notifications setting by clicking the bell at the top right of the page.

The Edit Settings page includes the various activity groups that you can set your notifications for. It is up to you to determine what you would like to be notified of, and how you would like to be notified.

You may have different notification setting for different events:

An in-app notification if a new project has been created in your office,
An email notification for invoice payments,
No notifications if a project you are assigned to is moved to signed,
A Teams notification if your leave request has been approved or declined.

You can subscribe to any of the in-app or email notifications but will only receive notifications for things you have access to within Projectworks.

Some of the options in the settings are dependent on how your Projectworks administrator has configured your system. For example, if your organisation has implemented timesheet approvals there is an option to be notified when your timesheet is approved.

You can now connect to and receive notifications in Teams

If you don’t log in to Projectworks everyday, or you want to reduce your email inbox clutter, you may prefer to connect to Teams and get notifications sent directly there so you are instantly notified when your:

leave is approved or declined;
reimbursable is approved or declined;
timesheet is approved or needs attention.

If you’ve turned on your Teams notifications for leave, expenses or timesheets, these notifications will be sent you to your personal chat in Teams.

If you have access to view your leave requests and expenses, you will be able to click on the View Leave Requests or View Expense Claims link in the Teams notification to view these.

By default these screens will display a list of leave requests or expenses for the current year, however if you have saved a filter for either screen the leave request or expense claim the notification refers to may not be displayed. To view update your filters to display the request or claim that the notification was sent for.

Microsoft Teams must be enabled on your Projectworks environment for you to add the Teams connection in your settings.

Suggested settings to apply

While you can setup notifications to your own preference the following are suggested settings for various roles within an organisation.

Everyone

Personal: Leave Approved - notification and email
Personal: Leave Declined - notification and email
Personal: Expense Claim Approved - notification and email
Personal: Expense Claim Declined - notification and email
Personal: Timesheet Approved - notification and email
Timesheet - notification and email
Leave - notification and email

Project Managers (same as for everyone, plus these)

Office Activity: New client for your office- notification
Office Activity: New project for your office- notification
Project Activity: Project change where you are the Project Manager- notification
Expenses: Company paid expenses (non-reimbursable) - notification and email
Expenses: Personal expense claims (reimbursable)- notification and email

Executive / Management

Office Activity: New client for all offices (notifications and emails)
Office Activity: New project for all offices (notifications and emails)
Project Activity: Project change for your office (notifications)