Setting P6 to Support E-mail Statusing Service Users

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Projects may require that P6 users temporarily work in remote locations without access to the private network where the P6 server resides. Diverse project teams may also exist with some members updating their tasks using P6, and others using e-mail.

Note: Timesheet users can request a list of their tasks using E-mail Statusing Service; however, timesheet users can only update their tasks using P6 Team Member Web.

To support updating assignment status by e-mail, you will need to:

  1. Ensure the users you want to use E-mail Statusing Service have a valid account in P6.

    Note: Each user with a valid user account can be assigned to activities as a resource assignment if the account is associated with a labor resource, as an activity owner, or by being assigned a Team Member work distribution filter.

  2. Assign users to at least one module access option.
  3. Ensure the user's account specifies their unique e-mail address.
  4. Assign users to one or more activity assignments (or tasks) for at least one active project. E-mail Statusing Service will show tasks that have not yet started, active tasks, and tasks completed in the last 30 days.

    Note: OBS access to a project is not required for resource assignments or activity owners using P6 Team Member Web, E-mail Statusing Service, or P6 mobile to view and update their assigned tasks. OBS access is required for each user with a Team Member work distribution filter assigned.

  5. Ensure your users download and install an e-mail client application or browser to access web mail.
  6. Have your teams and managers plan their e-mail process. For example, consider details such as the timing of updates by e-mail versus updates made in P6 to avoid conflicts, network access hot spots, and what equipment or mobile devices you will be using.

Known Issues

Yahoo and Hotmail web clients are not supported. If the user's e-mail address is assigned to one of these accounts, have them access their account within an SMTP e-mail client.

Error Messages

Users may receive error messages when updating tasks if their e-mail application is set to return e-mail messages in HTML format.

One of the following situations will occur:

The following methods can be used to avoid this issue:

Related Topics

Configuring E-mail Statusing Service for P6

Verifying E-mail Statusing Service



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Last Published Thursday, February 04, 2016

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