Cost Management Notifications

Several actions in Cost Management result in email notifications for participants in the workflow. Email notifications provide timely updates, enhance accountability, boost efficiency, offer convenience, and aid in record-keeping, streamlining the overall workflow process.

Project administrators can customize email notification settings for a project by controlling who receives which notifications. Project members with Edit permission or above can customize their own email notification frequency settings for the tools they have access to.

Refer to the table in Notifications in ACC Tools and Products to access links to tool-specific help topics.

In this article:

• Comment Notifications
• Action Required Notifications
  • Response Required
  • Member Actions Notifications
  • Submission Status Notification
  • System Messages
• No Action Required Notifications
  • Status Changed

Comment Notifications

This table shows when each participant in the Cost Management workflow receives an email notification when there is a new comment.

Tab	Performer	GC contact	Creator	Supplier contact	Owner contact
PCO	Creator
	GC contact
	not Creator nor GC contact
RFQ	Creator
	Supplier contact
	not Creator nor Supplier contact
COR	Creator
	Owner Contact
	not Creator nor Owner contact
OCO	Creator
	Owner contact
	not Creator nor Owner contact
SCO	Creator
	Supplier contact
	not Creator nor Supplier contact
Budget Payment Application	Creator
	Owner contact
	not Creator nor Owner contact
Cost Payment Application	Creator
	Supplier contact
	not Creator nor Supplier
Supplier contract	Creator
	Supplier contact
	not Creator nor Supplier contact

Action Required Notifications

Recipients will receive a notification when an action is required.

Response Required

Tab	Workflow action	Initiator	Owner	Supplier	Creator
Budget Payment Application	Expense: Reviewer responses to the review as Revise & Resubmit.
Budget Payment Application	Expense: Reviewer responses to the review as Rejected.
Budget Payment Application	Contract: Reviewer responses to the review as Draft.
Budget Payment Application	OCO, SCO: Reviewer responses to the review as Open.
Budget Payment Application	The last step reviewer clicks Review Proceed. Then the workflow instance is completed and the Budget Pay Application is marked as Submitted.
Cashflow	The full control users click Request Revision. It will change the status from Submitted to Revise & Resubmit.
Cashflow	The full control users click Accept. It will change the status from Submitted to Accepted.
Cashflow	The full control users click Request Revision. It will change the status from Accepted to Revised & Resubmitted.
Cashflow	The collaborative access users click Request Revision. It will change the status from Accepted to Revise & Resubmit.
Contract, Cost Payment Application	The full control users change the status from Pending Supplier Input to Submitted or from Revise & Resubmit to Submitted.
Contract, Cost Payment Application	The full control users change the status from Submitted to Revise & Resubmit.
Contract, Cost Payment Application	Collaborative access users change the status from Pending Supplier Input to Submitted or from Revise & Resubmit to Submitted. Note: The general contractor will also be notified of this status change.
Cost Payment Application	The full control users change the status from Accepted to Revise & Resubmit.
Cost Payment Application	The reviewers change the status from In Review to Revise & Resubmit.
COR, PCO as COR	Full control users change the status from Accepted to Revise & Resubmit.
COR, OCO	Collaborative access users (Owners) change the status from Submitted to Revise & Resubmit.
PCO as RFQ, RFQ	The full control users change the status from Rejected to Revise & Resubmit or from Propose to Revise & Resubmit or from Accepted to Revise & Resubmit.
RFQ	Collaborative access users (suppliers) change the status from Pricing to Proposed or from Revise & Resubmit to Proposed. Note: The general contractor will also be notified of this status change.
Budget Payment Application, OCO, PCO as COR	Owner changes the status from Submitted to Revise & Resubmit or from Approved to Revise & Resubmit.

Member Actions Notifications

Tab	Workflow action	Initiator	Owner	Supplier	Reviewer
Budget Payment Application	Full control users click Remind on the Submitted status.
Budget Payment Application	The workflow Initiator (GC/Main Contractor user) triggers the approval workflow from Draft or Revise & Resubmit status.
Contract, OCO	The workflow imitator (GC) submits the Contract and then triggers the workflow review instance.
Budget Payment Application, Contract, SCO	The workflow reviewer clicks Review Proceed and there is next review step.
Contract, Cost Payment Application	The full control users click Request Supplier Input. It will change the status to Pending Supplier Input.
Contract, Cost Payment Application, PCO as RFQ, RFQ, SCO	The full control users click the Send by email menu entry from the document package level.
Contract, SCO	The full control users click Sent. It will change the status to Sent.
PCO as RFQ, RFQ	The full control users change the status from Open to Pricing.
Contract	The last review step's reviewers click Proceed. Then the status is changed to Sent.
COR, PCO as COR	Full control users change status from Open to Submitted or from Revise and Resubmitted to Submitted or from Rejected to Submitted.
OCO	Full control users change status from Open to Submitted or from Revise and Resubmitted to Submitted or from Rejected to Submitted.
OCO, PCO as COR	Full control users change status from Open to Submitted or from Revise and Resubmitted to Submitted.
Cost Payment Application, Expense	The full control users click Submit to trigger the approval workflow.
OCO, PCO as COR	The full control users click the Send by email menu entry from the document package level.
Budget Payment Application, Cost Payment Application, Contract, OCO, SCO	The Review changes the status from In Review to Sent.
Budget Payment Application	Full control users change status from Draft to Submitted or from Revise and Resubmitted to Submitted.

Submission Status Notification

Tab	Workflow action	Creator	Owner	Supplier	Reviewer
PCO as RFQ	Supplier change status from Pricing to Proposed or from Revise & Resubmit to Proposed.

System Messages

Tab	Workflow action	Creator	Owner	Supplier	Reviewer
Cashflow	Full control users batch/single request supplier input by changing status from Draft to Supplier Input or they Remind.
Cashflow	Collaborative access users submit the distributions. (Pending Supplier Input --> Submitted or Revise & Resubmit --> Submitted)

No Action Required Notifications

Recipients will receive a notification, but no action is required.

Status Changed

Tab	Workflow action	Initiator	Creator	Supplier
Budget Payment Application, OCO	Reviewer clicks Review Proceed (InReview --> Submitted).
Contract, SCO	Reviewer clicks Review Proceed (InReview --> Sent).
Expense	Reviewer clicks Review Proceed (InReview --> Approved).
COR, OCO	Full control users change the status from Submitted to Accepted or Rejected.
COR, PCO as COR	Collaborative access users (owners) change the status from Submitted to Accepted or Rejected.
Cost Payment Application	Full control users change the status from Submitted to Accepted or from Accepted to Approved.
PCO as RFQ, RFQ	Full control users change the status from Proposed to Rejected or from Proposed to Accepted.
Cost Payment Application	Reviewers change the status from In Review to Accepted.
Budget Payment Application, OCO, PCO as COR	Owner changes the status from Submitted to Approved or Submitted to Rejected.