Notifying a Selected Resource by E-Mail

You can e-mail the selected resources or their managers to notify them that they have been assigned to a project or have received a task. The system automatically inserts project data, such as time periods and demand.

Note that the system uses the e-mail address from the business partner data.

Note Note

You can create templates for the e-mails in Customizing for Project Management by choosing Start of the navigation path Resource Management Next navigation step Basic Settings for Resource Management Assign Forms for E-mail and Groupware Communication. End of the navigation path

End of the note.

Prerequisites

You have defined e-mail templates. If you have not defined any templates in your project language, the system sends a blank e-mail.

Caution

If you have Windows NT 4.0 Workstation as an operating system, the text does not appear completely when an e-mail is created. This is because Windows NT 4.0 is restricted to 260 characters for hyperlinks with a mailto URL.

End of the caution.
You have entered the e-mail address in the business partner data.

Note

If you have not entered the e-mail address of a business partner, you can do so later on. For more information, see Creating a Business Partner.

End of the note.
You are on the Project screen at one of the following places in the Details subview of the Resources view:
- On the Staffing tab in the Role Staffing group box
- On the Staffing tab in the Candidates group box
- In the Resource Search in the Search Result group box

Procedure

There are functions for sending e-mails at various places in the application.

Select the required resource.
Choose the pushbutton to send e-mails.
Make changes as required (only in a non-Unicode system).
Choose Send.
In the Candidates and Role Staffing group boxes, you can enter a note to the effect that you have notified the resource about the project.