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Sending E-Mail to Activity Resources

You can send e-mail to the resources listed for an activity.

To send e-mail to activity resources:

  1. Open one or more projects in the Projects section using one of the following methods:
    • Click "" Projects to open the last project or group of projects you were working with.
    • Click the "" Projects menu and choose one of the most-recently used projects or group of projects.
    • Click the "" Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
  2. On the Projects navigation bar, click "" Workspace.
  3. On the Workspace page:
    1. If more than one project is open, select a project from the Select Projects list.
    2. Expand the Workgroups portlet and select a workgroup.
  4. On the Workgroup Workspace page, expand the Activities portlet and select an activity.
  5. On the Activity Form page, expand the Resources section and click E-mail these resources.
  6. In the E-mail dialog box:
    1. Edit the recipient list, message, and subject as needed.
    2. Click Send E-mail.

Tips

  • You must have an e-mail address listed in you user profile to send an e-mail.
  • If the Workgroups portlet is not available, add it to the workspace. See Configuring Workspace Content.
  • If the Activities portlet is not available, add it to the workspace. See Customizing Workgroups.
  • You can also e-mail resources from the Activity Details page of the Open Requests for Resources portlet of the Dashboards page.

Related Topics

Working with Workgroups

Assigning Documents to Projects

Creating Workgroups

Customizing Workgroups

Assigning Workgroup Activities

Creating Workgroup Issues

Resources Section of the Activity Form Page

Open Requests for Resources Portlet


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