Purpose:
To enhance visibility and control over critical project information changes by enabling automated notifications when key commercial fields—such as Project Value or custom financial fields—are modified on the Project’s About page.
Currently, notification triggers exist for due date changes and project stage updates (where the Project Portfolio Coordinator is notified by default). However, changes to financial or commercial data fields do not generate any alerts, creating a potential gap in project governance and oversight.
Background and Current Behavior:
- Existing Functionality:
- Notifications can be configured for due date changes.
- The system automatically notifies the PPC when the project stage changes.
- Limitation:
- No notification triggers are available for changes to the Project Value field or other custom commercial fields on the About page.
- As a result, critical financial or commercial updates may go unnoticed by relevant stakeholders.
Proposed Enhancement:
Enable a configurable workflow trigger to send notifications whenever:
- The Project Value is modified.
- Any commercial or custom financial field on the Project’s About page is updated.
The notification should be flexible enough to:
- Define specific recipients (e.g., PPC, Finance, or Project Owner).
- Include the previous and updated values for audit clarity.
- Allow administrators to configure which custom fields should trigger notifications.
Expected Outcomes:
- Improved Oversight: Ensure all key stakeholders are informed of significant financial or commercial changes immediately.
- Stronger Governance: Maintain transparency and control over project-level financial data.
- Reduced Risk: Prevent potential discrepancies or miscommunications around value or pricing updates.
- Audit Readiness: Create a traceable record of commercial data changes for compliance and reporting.
- Configurable Flexibility: Allow organizations to tailor notification triggers to match their internal approval and governance workflows.
