The Project Mailbox supports additional email addresses such that emails can be directly sent to those email addresses. The Project Mailbox sub-node contains the external emails. The external emails are important communications that need to be included in shells. Such emails can come from shell members or from external users who do not use Unifier.
These email communications (and any attachments) are collected in a central repository for the shell, called the Inbox (Mailbox > Project Mailbox > Inbox ) so that shell users can use them in managing and documenting the shell. Once such emails reside in the Inbox, the shell users can view them, forward them to appropriate members, flag them for review, and reply to them. In addition, the shell users can link these emails to business process records.
Note: The external emails that have been blind carbon-copied (Bcc’d) are not collected by the Inbox.
The additional emails can also be included in folders along with the default project Inbox. You can move emails between the Inbox and the additional folders.
Note: For Project Mailbox replies, the From field of the external email received does not indicate the corresponding project mailbox email address; however, once you reply, the To field will contain the project mailbox email address, auto-populated.
On the Inbox log, double-click the email. Unifier opens the email. If there are attachments, the email will display an Attachments (n) link. To open an attachment, click the link and double-click the attachment on the list that appears.
To flag an email for follow-up:
- Open the email.
- Click the Flag for Follow-Up button. Unifier opens the Flag for Follow-Up window.
- In the Flag to field, choose the action you want for this email, such as "call," or "for your information."
- Click the Reply button to reply to the email, or click the Forward button to forward the email on to someone.
When the recipient opens the message, the specific flag remark is shown across the top of the message.
Note: To remove the flag, click the Flag for Follow up button, and then click Clear Flag.
To move an email from one folder to another folder:
- Go to Inbox and click the email that you want to move.
- Click Actions drop-down list and click to select Move. This opens the Move window.
Alternatively, you can click the gear menu and select Move.
- In the Move window click to select the folder that you want to move the email into and click OK.
The Move option is available only if more than one folder (including the Inbox) exists below the Project Mailbox parent sub-node, and you have the permission to view the Inbox.
To create additional folder (Project Mailbox):
See the "Creating Additional Folders in the Project Mailbox" topic, below.
To delete a folder:
- Go to Inbox and click the folder icon.
- In the Folders window click to select the row of the folder that you want to delete.
- Click the trash-can icon and click OK.
To reply to an email:
- Open the email and click the Reply button.
Unifier displays the addressee’s email address in the External To field. You can add additional external addresses in this field, separated by semi-colons (;).
- (Optional) To add email addresses to the Cc line, click the Cc button. The User/Group Picker opens.
- Select the user(s) you wish to add to the message and click Add. The names appear in the Selected Users area at the bottom of the window.
- Click OK.
- (Optional) To attach a file to the reply, click the Attach button and choose My Computer or Primavera Unifier Folder.
- In the window that opens, select the file you want to attach, or browse your computer’s directories to locate the file to attach.
- Click OK. Unifier attaches the file to your reply.
- Enter your reply and click Send.
Unifier sends the email to the persons you specified.
Note: Once you reply to an external email, the communication will become part of Unifier mailbox system. To see your reply, or any other communication regarding this email after this point, look for it in the Inbox sub-node of the Navigator. Any reply you made to the email will appear in the Sent Items sub-node of the Mailbox node. Any email you forwarded will also appear in the Sent Items sub-node of the Mailbox node.
Any reply you made to the email will appear in the Sent Items sub-node of the Mailbox node.
Any email you forwarded will also appear in the Sent Items sub-node of the Mailbox node.
You can filter the available email items based on the folders that are present in Project Mailbox.
To link emails:
- From the Project Mailbox, in the Linked Mail tab, click Add.
- In the Add from Project Mailbox window, click the Mailbox Folder drop-down list.
- Select from the list of the folders present for the Project Mailbox. The default value is Inbox. The list under Available Items block displays the emails in the folder that you had selected from the Mailbox Folder drop-down list.