Using the EnterpriseTrack Email client

To email a team member from within EnterpriseTrack:

  1. Navigate to the Project Resources page by selecting (Project #) > Resources, or by clicking the Resources link on the Left Navigation bar within a particular project.
  2. Click the Send Email button.
  3. Compose your email in the Send Email window.
  4. Either type email addresses into the To field or select names from a list.
  5. To use the list, click on the require names in the Select Team Members field and click the To button. The name will be added to the To field. Multiple names can be added to the To field.
  6. To attach files to the email, enter a complete path to the file in the Attachment field or use the Browse button to locate your file.
  7. When you are ready to send your email, click the Send Email button.

See Also

Working with Project Resources

Assigning Resources to a Project

Re-assigning a Team Member to a Role

Edit Team Member Information

View Rate Change History

Using an External Email Client

Managing Your Team Picture

Deleting a Team Picture

Working with Resource Assignments

Create Request for Resource Allocation

Edit a Resource Allocation Request

Withdraw a Request for Resource Allocation

Reopen Resource Allocation Request

Release Project Resource Allocation

View a Team Member's Calendar



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Last Published Tuesday, June 9, 2020