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When a CRI stakeholder receives an email,  there is very little detail of the CR. Risk or Issue, and when clicking the link to approve,  there is no detail,  just approval screen.  For someone to see which project it is associated with,  they have to click more than one link to see the information needed.  This process is not good for executives that are less familiar with Planview Portfolios.

 

We would like to be able to add additional information to notifications and approval screens.  

We have had the same issue. We are hoping that the Notifications widget in Planview.me and the new Overview screens will solve this problem by letting executives handle everything from just one place, and that maybe the email will also be improved.

We have this issue with any type of lifecycle.  There are some folks that are not that tech savy and find the emails (and some of the screens for that matter) difficult to understand what they need to do. 

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