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Sending E-Mail Notifications about Resource Assignments

An automatic notification feature can be configured to send e-mail to the affected resources when you add, change, or remove a resource assignment.

To configure P6 to automatically send e-mail about resource assignments:

  1. Click the Administer menu and select My Preferences.
  2. On the My Preferences page, click the Global tab.
  3. On the Global tab, expand the General section.
  4. In the General section:
    1. Select the Send e-mail to resources upon adding or removing assignments option.
    2. The system automatically selects the Prompt before sending e-mail option. Clear the option if you do not want prompts.
  5. On the Global tab, click Save and Close.

Tips

  • The address and subject line for the e-mail are generated based on the specific assignment circumstances. For example, when you first assign a resource to an activity, the e-mail subject line tells the resource they have been assigned and provides the activity name. In all cases, the message text includes the project name, resource start and finish dates, planned units, and planned units/time.
  • When the automatic e-mail option is on, confirmation messages are sent to you, indicating the names of the recipients.
  • If a resource does not have an e-mail address specified on the Resources tab of the Administration page, no e-mail can be sent.
  • When a resource is replaced on an activity, an e-mail is sent to the removed resource and to the replacement resource.

Related Topics

Customizing My Preferences Global Preferences

Customizing Global Currency Preferences

Customizing Global Date Format Preferences

Customizing Global General Preferences

Customizing Global Issues Preferences

Customizing Global Performance Threshold Preferences

Customizing Global Project Score Preferences

Customizing Global Resources Preferences

Customizing Global Row Number Preferences

Customizing Global Time Units Format Preferences

My Preferences Page

Global Tab of the My Preferences Page


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