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Procore (en-GB)

Configure Schedule Notification Emails

Objective

To configure a user's settings in the Project Directory or Programme Settings to notify that user by email any time certain actions are performed in the project's Programme tool.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the Project level Directory and tool OR Programme tool. 
  • Requirements:
    • For these settings to go into effect, the Project level Programme tool must be enabled.

Demo

programme-gif.gif

 

Steps

  1. Navigate to the project's Directory tool. 
  2. Click Users.
  3. Click Edit next to the user you want to enable or change programme notifications for.
  4. Scroll to 'Programme Notifications'.
  5. Mark one or more of the following checkboxes:
    • All Project Tasks (Weekly). Mark this tickbox to notify the user about future tasks that are added to the project programme (a.k.a., programmed tasks). 
    • Resource Tasks Assigned To. Mark this tickbox and select a resource to notify the user about programmed tasks assigned to the selected resource.
    • Upon Programme Changes. Mark this tickbox to notify the user about changes to the project programme. 
    • Upon Programme Change Requests. Mark this tickbox to notify the user when a variation request is made to the project programme. 
    • Project Programme Lookahead (Weekly). Mark this checkbox to notify users about Lookaheads added to the project. 
  6. Click Save.

Configure Settings from Permissions Table