In addition to the global default recipients assigned to a project milestone, you can add additional project roles or contacts that you want to notify when a milestone event is set to complete.
To add recipients to a project milestone:
-
Navigate to the project.
You can search for projects using the
Search Projects link in the
Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the
Personal Zone.
-
Click the Milestones tab.
If the Milestones tab is not visible on the header band, click
more to display additional menu items.
-
Click
.
-
Click
for the milestone that you want to add recipients to.
-
On the Edit Notifications window, click
.
-
From the
Select role or contact list, select the system role or contact.
- Optional:
To allow the role or contact to complete the milestone event, select the
Can Signoff check box.
-
Click
Apply.
-
Click
Save.