Administrators and main managers can configure P4 Plan to automatically send email notifications based on activity that occurs in the Planning and Quality assurance areas.
Planning
1. In the Planning area, select More > Customize project.
The Customize project dialog opens.
2. Select the Email notifications category.
3. Select any options to Send email to project members.
- When preceding items are completed emails project members when a task that precedes one they are assigned is completed. To email other people when these emails are sent, select Copies. The Extra message copies dialog opens. Enter the email addresses for the recipients and select OK.
- Before a release emails project members a specified number of days before a release. To select when to send these emails, select Settings. The Release warning dialog opens. Select any options and select OK.
4. Select any options to Send email to main managers.
- With a schedule report emails main managers a schedule report at a specified frequency.
- To email other people when these emails are sent, select Copies. The Extra message copies dialog opens. Enter the email addresses for the recipients and select OK.
- To select when to send these emails, select Settings. The Occurrence dialog opens. Select any options and select OK.
- When an item is completed emails main managers when an item is completed by a team member.
5. Select the Sub project path depth to display for items in emails. This can help the email recipient see the item's path and better understand the context.
6. Select OK to save the changes.
Quality assurance
1. In the Quality assurance area, select More > Customize project.
The Customize project dialog opens.
2. Select the Email notifications category.
3. Select With a Quality assurance report to send an email with a quality assurance report to main managers at a specified frequency. To select when to send these emails, select Settings. The Occurrence dialog opens. Select any options and select OK.