Page 30 - Participant Guide - Unanet GovCon Managing Project Resources

LESSON 3: PROJECT ALERTS & NOTES

Learning Objectives

Monitor project and task alerts, and use notes to monitor project progress

Executing Phase

During this phase, ensuring that the contract requirements are being performed within
the triple constraints is critical. There are many tools available to help with this phase,
including the use of project notes, alerts at the project and tasks, and the setup on the
project and tasks will help with expediting timesheets and expenses.

There are also a host of standard reports that the management team may want to run
while the actuals are being generated during the timesheet period. Below are a few
topics that support the execution phase of the project’s lifecycle.

Recommended Practice

Project Alerts & Notes

The system can send emails and broadcast messages on a user’s dashboard when the
project manager sets up project alerts that align with the needs of the project.

Project Alerts are configured on a project by the project manager role; however, a
project lead user can update a task setting to enable the project alert settings for one or
many tasks. This type of oversight assists in managing the overall project.

Project notes are a powerful way to track and store documentation and collaboration by
your team members. Any user with access to the project can create a project note to
document and notify others about potential risks, or events that could impact the
success of the project.

Lesson 3: Project Alerts & Notes
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