The Out-of-the-Box Notifications have been created to save you time and the burden of creating these general Notifications.
This article details the available Out-of-the-Box System Notifications in PSA accessed through Setup > Notifications.
System Notifications
| Name | Subject |
Sent to |
|---|---|---|
| Advanced Recalculation failed | Failed Advanced Calculated Fields Recalculation. | |
| Failed Advanced Calculated Fields Recalculation. | Successful Advanced Fields Recalculation. | |
| Assignment Change Request | Assignment Change Request pending approval for Project %PROJECT_NAME% |
Project Manager |
| Booking Notes Mention Notification | %USER_NAME% added a note to the Workplan Booking | Mentioned User |
| Contact Password Reset | You've been invited to the PSA Client Portal. | |
| Credit card import failed | Credit Card import completed with errors | Assigned User |
| Credit card import succeed | Credit Card import completed successfully | Assigned User |
| CRM Failure Notification | Some issues were encountered during the CRM Integration | |
| Email Invoices to Logged User | Invoice # %INVOICE_NUMBER% for %INVOICE_FROMDATE% to %INVOICE_TODATE% |
|
| Evaluation reminder (Automation Service) | Reminder for upcoming evaluation | Assigned User |
| Failed Notification | Reminder for upcoming evaluation | Assigned User |
| Failed Notification | Some notifications could not be delivered | Assigned User |
| Invoice Generation Processed With Errors | Invoice generation processed with errors for Invoice Batch # %BATCH_NUMBER% |
Assigned User |
| Invoice Generation Successful | Invoice generation successful for Invoice Batch # %BATCH_NUMBER% |
Assigned User |
| Invoice Issued | Invoice # %INVOICE_NUMBER% for %INVOICE_FROMDATE% to %INVOICE_TODATE% |
Assigned Contact |
| Notify Administrator about Concur Export/Import result | %LOG_SUBJECT% |
Administrator |
| Notify user of Project Survey failure | Some surveys could not be delivered | |
| Password Reset | PSA Password Reset | Assigned User |
| Project End Date Reminder (Automation Service) | Project End Date Reminder | Project manager |
| Project Manager Notification on Leave Time Approval | %USER_NAME%'s Leave Request has been approved from %FROM_DATE% to %TO_DATE%.
|
Project Manager |
| Project Manager Notification on Timesheet resubmission | %TIMESH_UFNAME% %TIMESH_ULNAME% resubmitted Timesheet and needs your Approval. |
Project Manager |
| Project manager rejection | Your expense report has been rejected. | Originator |
| Project Note Mention Notification | %PROJECT_NAME% | Mentioned User |
| Recalculation cancelled | Cancelled Calculated Fields Recalculation. | |
| Recalculation failed | Failed Calculated Fields Recalculation. | |
| Recalculation success | Successful Calculated Fields Recalculation. | |
| Reminder to approve completed timesheets | This is a reminder to approve completed timesheets | Assigned User |
| Reminder to approve completed timesheets (Escalation 1) | This is a reminder for your direct reports to approve completed timesheets | Assigned User |
| Reminder to approve completed timesheets (Escalation 2+) | This is a reminder that direct reports of your direct reports have not approved completed timesheets | Assigned User |
| Reminder to complete timesheet (Automation Service) | Reminder to complete your timesheet | Assigned User |
| Reminder to complete timesheets (Escalation 1) | This is a reminder that your direct reports have not completed their Timesheet | Assigned User |
| Reminder to complete timesheets (Escalation 2+) | This is a reminder that direct reports of your direct reports have not completed their Timesheet | Assigned User |
| Resource Manager Added to Project Security | %GENERIC_RESOURCE_NAME% is requested on Project %PROJECT_NAME% |
Group Manager |
| Resource Manager Removed from Project Security | Action no longer required on Project %PROJECT_NAME% |
Group Manager |
| Work Item Mention Notification | (%WORK_ITEM_TRACKING_NUMBER%) %WORK_ITEM_TITLE% | Mentioned User |