Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Breadcrumbs

Send Info MOD009A1T

Information

  • In the Send Info module, a PLANTA project user can write and send messages to another PLANTA project user.

Where can I find the module in the application?

  • Project panel (Proposal, Program) → Project Core Data → Send info context menu command in the Stakeholder area → Send Info

  • Project panel (Idea, Proposal) → Process Status → Send as info context menu command → Send Info

  • Multi-Project Management (Project Management, Resource Management) → Reports → Project Overviews → Critical Projects → Message to project manager button → Send Info

Send Information

  • Enter a name in the Title field and the message text in the Text field (white field below the yellow bar).

    • By default, the Title field is either filled with the name of the module (e.g. if the info is sent from the Process Status module) or with the following string: -Please enter a subject-

  • Reselect the Recipient if necessary.

  • Click on the Send button.

Details

  • The messages are sent to the recipient via e-mail.

Notes

  • To use e-mail dispatch directly in PLANTA, you have to make sure that

    • the e-mail addresses of all PLANTA persons concerned (sender and recipient) are specified in the E-mail field in the Persons module.

    • the specified e-mail address is correct. E-mail addresses are not validated in PLANTA project, so in case you enter a wrong address, the recipient will not receive the e-mail.

    • the global parameters required for e-mail dispatch are set in the Global Settings module.