Availability All Editions
With Email Notifications, you can keep up to date on all project information and inform colleagues about any project changes and open questions.
General
In your user profile, activate the option for receiving email notifications. This helps you to quickly learn about open questions or new information.
Prerequisite: Verified Email Address
To be able to receive notifications by email, you need to verify your email address. Every user can find an option to send the verification link below the header bar and in their user profile. Once you have clicked the link in the verification email, the option in the header and in your user profile will be removed.
Exception: Users that have been invited to Meisterplan by email will automatically verify their email address by clicking the Set Password link in the invitation email.
If there is no text below the header bar and in your user profile, your email address has already been verified and you can receive notifications by email.
If the email was sent to the wrong address, you can update the email address under Manage > Users.
Verification and Single Sign-On
You still need to verify your email address when logging in to Meisterplan using Single Sign-On.
Which Notifications Are Available?
Project and Allocation Comments
Once you have activated the option to receive email notifications for Comments in your user profile, you will be notified whenever:
- you have been mentioned in a project or allocation comment
- or when a project or allocation comment was added to a project on which you are the project manager
- an allocation comment was added to a role or resource for which you are the resource manager
You will receive an email for each comment that includes a link to Meisterplan. The link in email notifications for project comments will forward you to the Project Details of the respective project.
In notifications for allocation comments, you can choose whether you want to open the Portfolio Designer or the Team Planner. When you follow these links, the respective role or resource and project are pre-selected. The scenario that contains the changes is also automatically opened, even if it is different from the last scenario opened.
To view the comment, open the comments in the Information Panel.
Project Change Overview for Project Managers
Once you have activated the option to receive email notifications of the Project Change Overview for Project Managers in your user profile, you will get regular email summaries about changes to projects you are assigned to as a project manager.
For each project change, the email contains a link to the Project Details of the respective project. When you follow this link, the scenario that contains the changes is also automatically opened, even if it is different from the last scenario opened.
For a detailed list of all project changes, open the Project Change Log in the Information Panel.
Allocation Change Overview for Resource Managers
Once you have activated the option to receive email notifications of the Allocation Change Overview for Resource Managers in your user profile, you will get regular email summaries about changes made to the allocations of roles and resources for which you are the resource manager.
For each allocation change, the email contains a link to the Team Planner. When you follow this link, the respective role or resource and project are pre-selected. The scenario that contains the changes is also automatically opened, even if it is different from the last scenario opened.
For a detailed list of all allocation changes, open the Allocation Change Log in the Information Panel.