Sending E-Mail About Scenarios
Perform these steps when you want to notify other users about a particular scenario and its associated filter so that they can share a portfolio view or use your scenario as a basis for creating their own. The Subject line displays the scenario name, while the body of the e-mail displays the scenario name and associated filter.
To send e-mail about a scenario:
- Click the
Portfolios menu and select Manage Scenarios. - On the Scenarios page:
- Click
Expand Item to view the available global, multi-user, and user scenarios sorted by EPS element, project code value, or portfolio. - In the row for your selected scenario, click
E-Mail.
- In the Send dialog box:
- Select the recipients in the To and cc lines. You can also manually enter e-mail addresses. If access to the scenario was limited to certain users, their e-mail addresses are automatically entered in the To line.
- You can also modify the Subject line or provide additional text in the message body.
- Click Send E-mail. A message box will appear confirming the message has been sent.
Tip
- To review the scenario before sending e-mail, click
Portfolios, click Portfolio Analysis, and select it in the Scenario field. - The e-mail button does not appear on the Scenarios page for scenarios where the This scenario is available to field has been set to the Current User option. In other words, you cannot send e-mail to anyone about a private scenario that only you can access.
|