Clarity

We would like to send email to project managers when the allocations have changed of their project. Along with this, project managers also like to receive the notification when an allocation change is made to a subproject / workpackage that is a child (or child of the child) linked to a project they are PM of.

We have been successful in retrieving the project and its hierarchy.

But, we would like to send a single mail to that project manager with the list of projects that has been changed under them instead of separate mails for each project.

Can you guide how could this be done?

Thanks

Soumya  behalf of SPaRC Helpdesk

An email notification takes place as soon as an action is performed. So, if a participant is allocated to either a Project or a Sub-project, there will be an email notification that will be sent automatically as per the out-of-the-box functionality of the CA Clarity PPM tool. I am not sure if a Process can be created to send an email notification with the changes taking place to a list of Projects or Sub-projects, but, these emails will be repeated if further changes takes place to either the Project or the Sub-project in question. If in case you are interested in creating a new Process based on such a theory, I suppose very heavy customization would be needed to be done that may not be very necessary.

Suhail.

Hi Sayed,

We have already created a process that sends notifications to project managers when there are allocation changes and the process is running fine.

As part of enhancement, now we would like to send notification to the parent project manager as well, informing that your child project has been edited or allocation has been changed.

We have been successful in extracting the project hierarchy(child and parent); but we are facing challenge in combining this result with allocation change details.

Regards,
Soumya P

Hi Soumya,

You can customize your Project object to include a new custom attribute named 'Parent Project Manager'. So, if the Project is the Master Project, the 'Parent Project Manager' remains the same as the Master Project Manager. If the Project is a Sub-project of the Project, the 'Parent Project Manager' is equal to the Master Project Manager. This should help simplify things of combining the custom attribute 'Parent Project Manager' with the allocation change details in the Process that you created.

Suhail.