An automatic notification feature can be configured to send Email to the affected resources when you add, change, or remove a resource assignment.
To configure P6 to automatically send Email about resource assignments:
- Click the User menu and select My Preferences.
- On the My Preferences page, click the Global tab.
- On the Global tab, expand the General section.
- In the General section:
- Select the Send Email to resources upon adding or removing assignments option.
- The system automatically selects the Prompt before sending Email option. Clear the option if you do not want prompts.
- On the Global tab, click Save and Close.
Tips
- The address and subject line for the Email are generated based on the specific assignment circumstances. For example, when you first assign a resource to an activity, the Email subject line tells the resource they have been assigned and provides the activity name. In all cases, the message text includes the project name, resource start and finish dates, planned units, and planned units/time.
- When the automatic Email option is on, confirmation messages are sent to you, indicating the names of the recipients.
- If a resource does not have an Email address specified on the Resources tab of the Administration page, no Email can be sent.
- When a resource is replaced on an activity, an Email is sent to the removed resource and to the replacement resource.