Sending Planning and Budgeting Users Emails

You can send an email on an ad hoc basis to other planning and budgeting users while you are working with planning center versions and activities.

Note: Automatic emails occur when email templates have been assigned by the coordinator for milestone events that occur during the preparation process, such as submit and reject.

Page Used to Send Planning and Budgeting Users Emails

Page Name	Definition Name	Navigation	Usage
Compose Mail	BP_EMAIL	Planning and Budgeting, Activity Preparation, My Planning Workspace Click the Email link on the My Planning Workspace: My Preparation Workspace or the My Planning Workspace: My Review Workspace pages.	Create and send emails to contacts defined in the planning and budgeting application. You can also view user detail information for all users associated to a user description.

Compose Mail Page

Use the Compose Mail page (BP_EMAIL) to create and send emails to contacts defined in the planning and budgeting application.

You can also view user detail information for all users associated to a user description.

Navigation

Planning and Budgeting, Activity Preparation, My Planning Workspace
Click the Email link on the My Planning Workspace: My Preparation Workspace or the My Planning Workspace: My Review Workspace pages.

Image: Compose Mail page

This example illustrates the fields and controls on the Compose Mail page. You can find definitions for the fields and controls later on this page.

Email Details

Enter a subject and text for the email.

Select Recipients

Select to indicate which users will receive the email.

User Details

Click to show the User Planning Centers for a user ID, and to view the roles, business unit, and planning center access for the selected user.

Note: Only users who have been given Budget User access on the Define Planning & Budgeting Users page appear in the recipient grid.