Throughout PMWeb you can define a special type of notification called a Reminder using the Define Reminder Dialog. A Reminder alerts you, and/or others you designate, with a message a certain number of days before, on, or after a trigger date. The message can be in the form of an email or as a PMWeb Event (see Portfolio/Events). Reminders can be linked to a program, project, location, record type, record, record field, or none of the above. The Define Reminder Dialog can be opened:
By right-clicking on most date fields in records. This links the Reminder to that date field by default. If the date is edited in the record the Reminder will automatically change to match it.
By clicking the menu button at the top of the home page and selecting "Create Reminder" from the menu:
Use this section to link the Reminder to a level. Reminders can be linked to a program, project, location, record type, record, field, or none of the above. Only Reminders that are created by right-clicking on a date field can be linked to a specific record and field.
This field only appears if the Reminder is created by right-clicking on a date field and is locked at that date. If the date is edited in the record, and "Lock" is on in the Reminder Date field, this field is automatically updated in the Reminder.
This field only appears if the Reminder is created by right-clicking on a date field. Use the controls to determine when in relation to the Reference Date the Reminder will be triggered.
If the Reminder is created using the "Create Reminder" menu choice in the Home page, enter a date here or select one from the date picker. If the Reminder is created by right-clicking on a date field the "Lock" toggle button appears next to the field. If Lock is on, Reminder Date is calculated as Reference Date plus or minus the settings in the Create Reminder Settings section. If Lock is off you may directly edit this field.
Select one or more PMWeb contacts to receive notice when the Reminder is triggered. Contacts selected here will not receive Onscreen Messages if that option is selected in the next section.
