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Procore

Enable Schedule Notifications for a User on a Project

Objective

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

Things to Consider

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

Demo

export-schedule-notifications.gif

Steps

  1. Navigate to the project's Directory tool. 
  2. Click the Users tab.
  3. Locate the user's name. Then click Edit.
  4. Scroll to Schedule Notifications.
  5. Place a checkmark in the box(es) that correspond to the desired notification(s):
    • All Project Tasks (Weekly). Mark this checkbox to notify the user about future tasks that have been added to the project schedule (a.k.a., "schedule tasks"). 
    • Resource Tasks Assigned To. Mark this checkbox to notify the user about any resource tasks assignments. 
    • Upon Schedule Changes. Mark this checkbox to notify the user about changes to the project schedule. 
    • Upon Schedule Changes Requests. Mark this checkbox to notify the user when a change request is made to the project schedule. 
  6. Click Save.
    Note: The user will now receive schedule notification emails when team members make these changes in the future.

See Also