Overview

ProFusion℠ gives notifications about each project. The notfications will be sent to the leader. As with external contacts, the leader can be easily emailed about the project as well (say for internal communications). Each approver gets email notifications that a project is waiting for them at the time of the transition, and those projects appear on their Dashboard screen also.

 
 
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Project Notifications

A project manager or dedicated users can receive notifications about their project status or any change in project stages. Also, if the project lead submits the project for review to a finance or similar entity. If they approve, the project appears on management/CEO approval screens. Each approver gets email notifications that a project is waiting for them at the time of the transition, and those projects appear on their dashboard screen also.


Other Notifications

Notifications about each project will be sent to the leader. As with external contacts, the leader can be easily emailed about the project as well.

In any case, attempting to move to a disallowed stage will cause an explanatory message to appear, giving the user an idea of who (if anyone) can make the required move. Any stage that requires an approver will also send an email notification to the potential approvers. Moving to a stage indicating the loss of an opportunity or project will cause an email to be sent to management approvers, with a user-entered explanation about the loss.

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