Project Settings – Email Rules

Owned by amani imtiyas
Last updated: Jan 26, 2024
6 min read

This article contains:

1. Adding a New Email Rule

Within Email Rules section, you can define email rules for any general email which are related to tasks and preliminary budget. Follow the steps below to define the Email Rules.

  • STEP 1: Go to Framework > Project Settings > Email Rules.

Figure 1.1

  • Step 2: Click Add new Email Rule.

Figure 1.2

  • Step 3: To create a new email rule, specify the following details as indicated below.

Field

Description/ Instructions

Mandatory/Optional

Field

Description/ Instructions

Mandatory/Optional

Rule

Currently, email rules are available for ‘Task Planning’ object and ‘Preliminary Budget’ object.

Following are the functionalities, designed to set a rule for each object.

Schedule (Task Planning object)

  • Task Responsibility Assigned – Email is sent when a Primary/Secondary Responsible Officer is assigned to a task.

  • Milestone Responsibility Assigned – Email is sent when a Primary/Secondary Responsible Officer is assigned to a milestone.

  • Task Responsibility Changed – Email is sent when Primary/Secondary Responsible Officer get changed in a Task.

  • Milestone Responsibility Changed – Email is sent when Primary/Secondary Responsible Officer get changed in a milestone.

  • Task Creation – Email is sent when a new task is created in the Gantt.

  • Milestone Creation – Email is sent when a new milestone is created in the Gantt.

  • Task Due – Email is sent before/after Task End Date. Before/After can be defined from ‘Timeframe’ dropdown. 

  • Milestone Due – Email is sent before/after Milestone End Date. Before/After can be defined from ‘Timeframe’ field dropdown. 

  • Task Overdue – Email is sent before/after Task End Date when Task Progress Complete is less than 100%. Before/After can be defined from ‘Timeframe’ dropdown.

  • Milestone Overdue – Email is sent before/after Milestone End Date when Milestone Progress Complete is less than 100%. Before/After can be defined from ‘Timeframe’ dropdown.

  • Task Update – Email is sent when there is an update occurred in the start date or/and end date of a task.

  • Milestone Update – Email is sent when there is an update occurred in the start date or/and end date of a milestone.

Preliminary Budget 

Notes: 

  • Date field should be configured from Preliminary Budget object editor area for all Budget Types.

  • Before and After days can be defined from ‘Timeframe’ dropdown.

    • Income Reminder – Email is sent before/after the date set against Preliminary Budget Income budget line.

    • Expenditure Reminder – Email is sent before/after the date set against Preliminary Budget Expenditure budget line.

    • Ongoing Expenses Reminder – Email is sent before/after the date set against Ongoing Expenses budget line.

    • Source of Funds Reminder – Email is sent before/after the date set against Source of Funds budget line.

    • Outputs Reminder – Email is sent before/after the date set against Outputs budget line.

    • Operational Cost Reminder – Email is sent before/after the date set against Operational Cost budget line.

    • External Funding Reminder – Email is sent before/after the date set against Preliminary Budget External Funding (Agency).

Mand