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Procore (en-CA)

Configure Schedule Notification Emails

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Objective

To configure a user's settings in the Project Directory or Schedule Settings to notify that user by email any time certain actions are performed in the project's Schedule tool.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Directory tool.
      AND 
    • 'Admin' level permission on the project's Schedule tool. 
  • Requirements:
    • For these settings to go into effect, the Project level Schedule tool must be enabled.

Demo

schedule-gif.gif

 

Steps

  1. Navigate to the project's Directory tool. 
  2. Click Users.
  3. Click Edit next to the user you want to enable or change schedule notifications for.
  4. Scroll to 'Schedule Notifications'.
  5. Mark one or more of the following checkboxes:
    • All Project Tasks (Weekly). Mark this checkbox to notify the user about future tasks that are added to the project schedule (a.k.a., scheduled tasks). 
      • Note: Emails will NOT be sent automatically if there are no to-do items or tasks for the given time period or if tasks are 100% complete. However, emails will still be sent if Send Project Schedule Now is clicked.
    • Resource Tasks Assigned To. Mark this checkbox and select a resource to notify the user about scheduled tasks assigned to the selected resource.
    • Upon Schedule Changes. Mark this checkbox to notify the user about changes to the project schedule. 
    • Upon Schedule Change Requests. Mark this checkbox to notify the user when a change request is made to the project schedule. 
    • Project Schedule Lookahead (Weekly). Mark this checkbox to notify users about Lookaheads added to the project. 
  6. Click Save.

Configure Settings from Permissions Table

Permissions Table

Note: This page is only available to users who also have 'Admin' permission to the project's Directory tool.

  1. Click Permissions Table in the right sidebar.
  2. Set each user's permission for the Schedule tool according to your preferences.  
    • check.png Access
  3. Choose which resource the user is associated with from the drop-down menu under the Resource column.
  4. Select which (if any) weekly emails they will receive. 
    Note: Edit when and how often these emails are sent out in the Email Settings page.
  5. For a list of what users can do at each permission level in the Schedule, see the Permissions Matrix.
  6. In the example screenshot below, the user has 'Read-only' level permissions and is receiving weekly project emails.
    schedule-weekly-emails.png