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Procore

Send Recurring Look Ahead Schedules

Objective

To send weekly look ahead schedules to your project and field team.

Things to Consider

  • Required User Permissions: 'Admin' user permissions on the project's Schedule tool.

Steps

  1. Navigate to the project's Schedule tool.
  2. Click the Configure Settings fa.fa-cog.png icon.
  3. Click the Email Settings page in the right pane.
  4. To send Weekly Project Schedule, see the following:
    1. Mark the Enable Weekly checkbox to send weekly emails to specified users showing all upcoming tasks on the project schedule. 
    2. Next to Settings, set when the emails will be sent, and how many weeks will show in the email.
    3. When you're done setting this information, navigate to the Permissions Table page.
    4. Select which users will receive emails by checking the box in the Weekly Project Email column. 
    5. If you would like to send a weekly project schedule immediately, follow the steps below.
      1. Once you set this, navigate back to the Email Settings page.
      2. Click Send Project Schedule Now.
  5. To send Weekly Resource Schedule, see the following:
    1. Mark the checkbox next to Enable Weekly to send weekly emails to specified users showing all upcoming tasks on the project schedule. 
    2. Next to Settings, set when the emails will be sent, and how many weeks will show in the email.
    3. When you're done setting this information, navigate to the Permissions Table page.
    4. Select which users will receive emails by checking the box in the Weekly Resource Email column. 
    5. If you would like to send a weekly resource Schedule immediately, follow the steps below.
      1. Navigate back to the Email Settings page.
      2. Click Send Resource Schedule Now.