Send Weekly Project and Resource Schedule Emails
Objective
To send Project and Resource schedule emails to your project and field team.
Things to Consider
- Required User Permissions:
- 'Admin' permissions on the project's Schedule tool.
Note: To view or edit information on the Permissions Table page for the Schedule tool, 'Admin' permission to the project's Directory tool is also required.
- 'Admin' permissions on the project's Schedule tool.
Steps
- Navigate to the project's Schedule tool.
- Click the Configure Settings
icon.
- Click Email Settings.
- Choose from these options:
- To send the Weekly Project Schedule:
- Mark the Enable Weekly checkbox to send weekly emails to specified users showing all upcoming tasks on the project schedule.
- Next to Settings, set when the emails will be sent and how many weeks will show in the email.
- When you're done setting this information, navigate to the Permissions Table page.
- Select which users will receive emails by checking the box in the Weekly Project Email column.
- If you would like to send a weekly project schedule immediately, follow the steps below.
- Navigate back to the Email Settings page.
- Click Send Project Schedule Now.
- To send the Weekly Resource Schedule:
- Mark the checkbox next to Enable Weekly to send weekly emails to specified users showing all upcoming tasks on the project schedule.
- Next to Settings, set when the emails will be sent and how many weeks will show in the email.
- When you're done setting this information, navigate to the Permissions Table page.
- Select which users will receive emails by checking the box in the Weekly Resource Email column.
- If you would like to send a weekly resource Schedule immediately, follow the steps below.
- Navigate back to the Email Settings page.
- Click Send Resource Schedule Now.
- To send the Weekly Project Schedule:
- Click Update to save changes.