Send Weekly Project, Resource and Schedule Lookaheads Emails
Objective
To send schedule emails to your project stakeholders.
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.
- Requirements:
- To send a weekly email, Schedule notification settings must be enable on the project's Directory tool, see Configure Schedule Notification Emails.
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.
Note: If a weekly project schedule email is sent via Email Settings and a user's resource, company or the individual is assigned to a schedule activity that is in that timeframe, the email will be sent to that individual user. - 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.
Note: If a resource email is sent via Email Settings and a users resource is assigned to a schedule activity that is in that timeframe, the Resource email will be sent to that individual user. - 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 Weekly Lookahead Email
- Mark the checkbox next to Enable Weekly to send weekly emails to specified users showing all upcoming tasks on the lookahead 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 Lookahead Email column.
Note: If a Lookahead email is sent via Email Settings and a user's resource, company or the individual is assigned to a Lookahead schedule activity in the most recent Lookahead, the Lookahead email will be sent to that individual user. - If you would like to send a Lookahead Email immediately, follow the steps below.
- Navigate back to the Email Settings page.
- Click Send Schedule Lookahead Now.
- To send the Weekly Project Schedule:
- Click Update to save changes.