Support Portal

1. Project Dates - Approval 

Based on the approval access assigned in the Settings Module, the changes to Project Dates may require approval.

• Change will display at the top of the schedule under the Pending Approval Section
• Until approved, the schedule module can be updated with the new dates.
• Approver will receive notification to approve the changes made.
• To approve the Pending Project Dates, click the ‘Schedule’ tab from the left sidebar of the page.
• Navigate to ‘Pending Project Dates’ section and click the ‘Forecast Finish Date’ and click on the Approve Button

1. Setup Project Schedule Approver

To manage Project Schedule Approver, click the ‘Settings’ tab from the left sidebar of the page. Once done, navigate to the ‘Project Approver Responsibilities’ section and then ‘Project: Schedule Approver’. 

• Tick the checkboxes to make a ‘Company Role’ an approver to a Schedule Module
• Untick the checkboxes to remove an Approver’s right from a Role.

2. Update Email Notifications for Project Schedule

To setup Schedule Email Notifications within a Project, click the ‘Settings’ module from the left sidebar of the page. Once done, navigate to ‘Notifications Settings’ section then ‘Module Notifications’.

• Tick the checkbox to enable sending of Email Notifications (per Key Role) for Project Schedule.
• Untick the checkbox to disable sending of Email Notifications (per Key Role) for every Project Schedule.