NetPoint has the capability to send email notifications to designated users regarding changes in resource consumption. These notifications may be sent using HTML (recommended) or in TEXT (provided to allow reading on devices which do not support HTML formatting).
Defining Email Recipients
Before this feature can be used, a list of potential recipients must be created. For each recipient, a full name, email address, and email format must be specified.
To define email recipients, click Project Members window opens.from the menu bar. The
Click the New… button.
The Recipient Info window opens with the following fields.
Enter a person in the Name field. This field is required.
- Email Address
NetPoint will only check for a valid format. As a result, be sure to enter the Email Address correctly.
- Email Format
This field determines the format of the email message sent. HTML is the recommended format. Text should only be used when the email client does not support HTML. Choosing Both creates a message containing both formats, and allows the email client to determine which format should be displayed.
- Text Format
- HTML Format
After entering in the fields, click the Add button. The new recipient will be added to the Project Members window and the Recipient Info window will reset.
Additional recipients may be defined consecutively by repeating the steps above. When finished, click the Exit icon to close the Recipient Info window.
Modifying and Deleting Recipients
To modify a recipient that has already been defined, click Project Members window opens.from the menu bar. The
Select a recipient from the list of Existing Recipients. At this point, the Modify… and Delete buttons become enabled.
Click the Modify… button.
The Recipient Info window opens, showing the several info fields filled in accordingly.
After making any changes, click the Update button and the Recipient Info window will reset.
Click the Exit icon to close the Recipient Info window.
To delete any recipient, open the Project Members window, select a recipient from the list of Existing Recipients, and click the Delete button. Click the Exit icon to close the Project Members window.
Assigning Resources to Recipients
Assigning resources to recipients is a way to designate an individual recipient responsible for tracking its usage.
To assign resources to individual recipients, clickProject Members window opens.from the menu bar. The
Select a recipient and click the Assign… button. The Assign Resources to Recipients window opens.
All existing resources will be listed, grouped by resource category, even if they haven’t been assigned to any activities yet. Resource categories may be minimized by clicking their title. Any resources already assigned to the selected recipient will contain a check.
To assign or unassign resources, check or uncheck their boxes respectively.
When finished, click Save to save and close the window.
To generate and email resource notifications, click Send Notification Emails window opens.from the menu bar. The
The name and email of the sender will be filled in by default. They may be changed, if desired.
When finished, click Send. All recipients assigned resources will get an email.
The email notifications will show ALL resources assigned to the recipient and their corresponding activities with the following status options:
- No change
There have been no changes since the last email.
Something has been added since the last email. For example:
- A new resource was assigned to the recipient
- A new activity was assigned a resource which the recipient is responsible for
Something has been removed since the last email. For example:
- A resource was unassigned from the recipient
- An activity was unassigned a resource for which the recipient is responsible
- A resource assigned to the recipient was deleted
- An activity was deleted which was assigned a resource for which the recipient was responsible
Something has changed since the last email. For example:
- An activity has been changed (e.g. its start date, finish date, or duration) which was assigned a resource for which the recipient is responsible
- An activity’s assignment has changed (e.g. the quantity or distribution) for a resource which the recipient is responsible