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652 views1 edit(s)3541 characters(s) Page last modified 09:30, 31 Jul 2012 by contentconnector
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Project Inbox Customizations

    Module customization enables you to set defaults and set up workflow routing, where applicable, for the Project Inbox business processes. There are two types of defaults:

    • Client level defaults are set in MaintenanceData MaintenanceModule Customization.
    • Project level defaults are set by selecting the Customize button within the Module.

    Available customization choices at the Project level are similar to the Client level, with a few exceptions.

    Client and Project Tabs

    AttributeDescription

    User

    Add User who is currently not listed as a team member to receive Auto-Notifications.

    Actions

    Choose Receive and/or View privileges.

    Additional Client Level Tabs

    • Masking
    • Labels