If you are assigned to a task in a budget or forecast workbook, you will see a pink notification on your Phocas homepage next to the relevant workbook, with a number indicating how many tasks you have. In addition to this internal notification, you can enable external notifications, which are sent to your email address.
External notifications are sent for each worksheet tab in a workbook every 30 minutes. The notification email lists the workflow tasks to which you have been assigned and contains a link to open the workbook.
These notifications are disabled by default but you can enable them for yourself. The budget owner or administrator might enable them on your behalf. You can easily enable or disable the notifications as required. The budget owner and administrator have ultimate control over whether notifications are enabled or not.
A grey notification button indicates notifications are disabled (not being sent to your email address).
A yellow notification button indicates notifications are enabled (being sent to your email address).
Budget owner or administrator: Manage notifications
Enabling notifications is particularly useful for users who are not regularly involved in the budgeting process (and therefore, not typically watching for notifications on their Phocas homepage) but you want their input on a particular budget item.
On your Budgets and Forecasts homepage, click Manage notifications in the top-right corner.
In the User notification setup window, locate the required user using the search box or filter the list by enabled or disabled status.
Click the notification icon next to a user’s name to enable or disable the notifications, as required.