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Procore

Configure Schedule Notification Emails

Objective

To configure a user's settings in the Project Directory to notify that user 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 Users.
  3. Click Edit next to the user you want to enable or change schedule notifications for.
  4. Scroll to 'Schedule Notifications'.
  5. Mark one or more of the following checkboxes:
    • All Project Tasks (Weekly). Mark this checkbox to notify the user about future tasks that are added to the project schedule (a.k.a., scheduled tasks). 
    • Resource Tasks Assigned To. Mark this checkbox and select a resource to notify the user about scheduled tasks assigned to the selected resource.
    • Upon Schedule Changes. Mark this checkbox to notify the user about changes to the project schedule. 
    • Upon Schedule Change Requests. Mark this checkbox to notify the user when a change request is made to the project schedule. 
  6. Click Save.

See Also

 

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