Schedule the project summary emails with Email project summary skill

Schedule the project summary emails to prioritize and track the most important changes in the project in Project Workspace.

Before you begin

Make sure that the Email project summary skill is active.

Role required: it_project_manager

About this task

By using the Email project summary skill, you can generate a concise project summary. The project summary is shared through email. Project managers can monitor key elements such as milestones, resource assignments, projects, and project tasks. They can also prioritize their projects and decide the cadence of receiving these project summary emails.

Procedure

1. Navigate to Workspaces > Project Workspace and open any project.
2. From the planning page, select the more actions icon () and then select Email project summary.
3. From the Email project summary modal, select the Cadence as Weekly, Bi-weekly, or Monthly according to your requirement.
4. Select On this day, as days for weekly or bi-weekly or dates for monthly cadence.
   Note:

   The email ID of the project manager is required before you can send the summary over the email.

   You can disable email summary by selecting Disable email summary check box.

5. Select Users from the list.
   • The project manager is automatically set as the default email recipient for the project.
   • You can select one or multiple users. Only users with sn_ppm_read role or have read or view access to project information appear for selection in the users list.
   • When an email is sent to recipients, the project manager is placed in the To list, while all other recipients are included in the Cc list.
   • For confidential projects, recipients are required to be included in the list of users authorized to view the project.

Related topics

• Email project summary