Setting Up E-mail

When e-mail is set up and notification is enabled, Planning notifies users when they become the planning unit's owner or are named as a user to notify for a specific budget action. The Application Settings tab displays differently for the application owner than for others because the application owner must set up the application’s e-mail server before others can enable e-mail notification.

  To set up and enable e-mail notification for yourself:

  1. Select File, then Preferences.

  2. Click the Planning icon and select Application Settings.

  3. In E-mail Address, enter your e-mail address.

  4. From Task List Notification and Approvals Options, select Yes or No.

  5. Optional: For the owner of the application to receive a copy of your e-mail notifications, from Copy the Application Owner, select Yes.

  6. From Job Console Notification, select Yes if you want to be notified by e-mail when a job that you launch (for example, a business rule) is completed or generates an error.

  7. Click Save.

    You now receive e-mail notifications when you become a planning unit's owner or a user to notify. The Subject line is formatted as: NEW OWNER: Abc Plan (Scenario, Version, Entity).

  8. Repeat these steps for each application for which you want e-mail notification enabled.