Setting Preferences

General and notification preferences can be set by the user.

To set up preferences:

  1. Open the Project Director dashboard (Active folder) and click Account > Preferences on the top right hand corner.

    The Preferences dialog box appears.

  2. Enter the General Preferences as follows:

    Option

    Description

    Items Per Page

    Enter the number of submissions that should be displayed per page on the dashboard.

    Reload Time

    Select the time interval at which the dashboard should reload.

    Language

    Select your preferred language. The dashboard language will change based on your choice.

    Action size

    Select the preferred action icon size from the drop-down list.

    Show Text

    Check or uncheck checkbox to view or not view the action text under the action icons.

    Bubble number

    Select the number of Notifications to be displayed in the Notifications bubble on the dashboard.

    Change Password

    Click to change password.

    Clear Cache

    Click to clear Project Director internal cache. To clear browser cache you must manually clear the cache via the browsers own options. Alternatively you can press Shift+F5 to force a reload.

    Show Announcements

    Click to see notifications from the system administrator about any Project Director projects that you are associated with.

    To select the Notifications, click on the Notifications tab.The Notifications appear.

  3. To select the Notifications, click the Notifications tab.

    The Notifications appear.

  4. Select the checkbox under Email column to receive email notifications. The recommended notifications are:
    • A phase deadline has been breached

    • A phase has been completed

    • A submission has been delivered

    • Quote has been created

  5. Select Receive notifications only for my submissions checkbox, to receive email notifications only for submissions where you are the owner/project manager.
  6. Select the checkbox under Alerts column to receive alerts on the dashboard. Click in the Priority field to choose a Low, Normal or High priority for the alert. An example screenshot is given below.
  7. Select the checkbox under Bubbles column to receive alerts in the bubble on the top right hand corner of the dashboard.
  8. Click Apply if you want to continue editing details in other tabs or click OK.

    The preferences are updated.