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Question

Notifications for documents uploaded to projects in Portfolios

  • June 16, 2025
  • 4 replies
  • 56 views

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Hello,

We have a team that reviews documents associated with a project; this is initiated by a lifecycle step.  Sometimes they have to send it back to the user for revision.   They would like to receive an automated notification when the file has been updated and re-uploaded...sometimes more than once.  Have any of you have been able to make this happen without creating additional lifecycle steps to loop the document/content review process?  

Thank you.  

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4 replies

mserafinowski
Platinum Top Contributor
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  • Platinum Top Contributor
  • June 18, 2025

I’m not sure if this would fully cover it since we don’t work much with content management, but it looks like there’s an automated notification when a document gets modified.
I’m not entirely sure if re-uploading counts as a modification though, so that’s something you’d probably need to test:
 

 


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  • Author
  • Gold Active Participant
  • July 10, 2025

Thank you for your reply.  We have Email Configuration notifications enabled for both Modified Documents & New Document, but no email notifications are going out.   I am enabling the Portal Configuration to see if anyone starts getting notifications.  


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  • Planview Falcons
  • July 17, 2025

@SVarney would recommend using ProjectPlace to manage documents, rather than Portfolios Content Management. It has much richer capabilities

https://success.planview.com/Planview_ProjectPlace/Document_Management


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  • Author
  • Gold Active Participant
  • July 18, 2025

Thank you. That would be a big shift for us to make that change, but it may resolve their problems with just “waiting” for someone to finish their reviews.  I will look into this option.