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What steps should PM take when assigning a resource for resource to receive email?

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edited Jul 18, 2023 3:16PM in Project Management 5 comments

Summary:

Please could you outline the steps a Project Manager should take when assigning a resource to a project via the resource requests page in order to trigger a bell notification and email to the resource?

In testing I tried the following and it worked successfully:

  1. Click Manage Project Resource Requests
  2. Click into open resource request
  3. Click 'Actions' and 'Nominate resources'
  4. Search and add resource
  5. Click submit and approve

However, when we try the following, no email/bell notification is generated:

  1. Click ‘Manage Project Resource Requests’
  2. Click ‘Manage Project Resource Requests’
  3. Select a resource in ‘Requested Resource’
  4. Click ‘Approve Resource’

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