Notifications

Notifications alert users about key project events.

On the top bar, click to access notifications.

A notification contains the picture of the sender. If an automated process (and not a user) triggers the notification, the notification contains the Project Planning app icon.

As a dashboard app, Project Planning works with the 3DNotifications Center to send notifications about events to users. For more information, see "Managing 3DNotifications" in the 3DEXPERIENCE Platform Guide.

The following notifications are specific to Project Planning:

Notification Event Description Users Notified
Assignments Task assigned Task assignees
Task unassigned (initiated by self, non-leader) Leaders and co-assignees
Task unassign (initiated by leader) Task assignees
Comments Project comment add/reply Project leaders and people who already commented
Task comment add/reply Task owner and task assignees. Also people who already commented and any user specifically mentioned in the comment
Milestone comment add/reply Project leaders and people who already commented
Long-running Processes Import project from CSV The user importing a project via a .csv file. Notification occurs once the import is completed.
Create a project from another project The user duplicating a project. Notification occurs once the copy is done.
Late Tasks My assigned late tasks Task Assignees. One summary notification of late tasks is sent to task assignees each day (only for Medium, High, and Urgent priorities).
My project's late tasks Task assignee and project leaders
Maturity State Changes Project completed Leaders, authors, and viewers
Task completed Task assignee and project leaders
Milestone completed Leaders, authors, and viewers
Task reopen Task assignees and project leaders
Project Membership Add project member Leaders and the person added
Remove project member Leaders and the person removed
Note: For the above notifications, except for a late task, pending users are sent 3DNotifications.

A task notification URL opens the task in the Project Planning or Collaborative Tasks app based on the user's access:

  • The assigned task opens in the Task View of the Project Planning app, if the user has access to the parent project.
    Note: If the user does not have the correct role to open the Project Planning or Collaborative Tasks apps, an error message displays.
  • The assigned task opens in the Collaborative Tasks app, if the user does not have access to the parent project.

Note: Users who trigger the actions are not notified of the changes. For example, a user who self-assigns a task does not receive a notification.

For information about viewing and filtering notifications, see Customizing 3DNotifications. Note that the setting for "Long-running Processes" involves notifications for processes such as an import or project duplicate. It is a notification to the user who started the import/clone, not to other users.