Depending on the event selected, there are more or less fields to fill in to applysubscription. Certain rights must be acquired to access certain subscriptions.
warning of entries (current month included) / (months completed)
This subscription can be used to send a reminder to users regarding their activity entry. This subscription is triggered only if the activity entry appears to be incomplete in one of the months.
3 months are displayed in the e-mail:
- the current month, and the two previous months forsubscription warning entries (current month included)
- the past 3 months forsubscription warning foreclosures (months completed)
Field | Description |
This is the name of thesubscription. This field is used to select thesubscription to be added. | |
The frequency can be set to :
- Every X days in every month
- Every day
- Every Monday
- Every Tuesday
- Every Wednesday
- Every Thursday
- Every Friday
- Last day of the month
- Every 10th day of the month | |
Automatic export
With subscription , an export can be sent automatically, at a given frequency, by e-mail to the people concerned.
Field | Description |
This is the name of thesubscription. This field is used to select thesubscription to be added. | |
Choose the type of export:
- Export project resource data
- Export resources | |
The frequency can be set to :
- Every X days in every month
- Every day
- Every Monday
- Every Tuesday
- Every Wednesday
- Every Thursday
- Every Friday
- Last day of the month
- Every 10th day of the month | |
You can choose a project filter from those created on the platform. | |
This field appears if the Export type is defined on Export project resource data . It will therefore be possible to choose an associated view Export project resource data or Project data export
Rights required : Viewing views in platform administration | |
Check this box to compress the export file when thesubscription | |
If the Export type chosen is Export project resource data then this field appears.
Choose from 1 to 24 in the list: number of months displayed in the past. | |
If the Export type chosen is Export project resource data then this field appears.
Choose from 1 to 24 in the list: number of months displayed in the future. |
Automatic report sending
With subscription , a report can be automatically e-mailed to the people concerned at a given frequency.
The right to access thesubscription
Field | Description |
This is the name of thesubscription. This field is used to select thesubscription to be added. | |
The frequency can be set to :
- Every X days in every month
- Every day
- Every Monday
- Every Tuesday
- Every Wednesday
- Every Thursday
- Every Friday
- Last day of the month
- Every 10th day of the month | |
This field appears if Frequency is defined on :
Every X days in every month or Every Xth day of every month.
Simply replace the X with a number (from 1 to 31).
Example: I want to set my subscription every 1st of the month.
I define the Frequency on Every Xth day of every month and I replace X per 1. | |
You can choose a project filter from those created on the platform. | |
The choice of view depends on Report type and lists the various reports already created. | |
Check this box to compress the export file when thesubscription | |
If the Report type chosen is availability resources rate table then this field appears.
Choose from 1 to 24 in the list: number of months displayed in the past. | |
If the Report type chosen is availability resources rate table then this field appears.
Choose from 1 to 24 in the list: number of months displayed in the future. |
history projects
This subscription allows you to receive by e-mail the history of modifications on a period, with certain information such as the person who completed theaction, the date, the project, etc.
Field | Description |
This is the name of thesubscription. This field is used to select thesubscription to be added. | |
The frequency can be set to :
- Every X days in every month
- Every day
- Every Monday
- Every Tuesday
- Every Wednesday
- Every Thursday
- Every Friday
- Last day of the month
- Every 10th day of the month | |
You can choose a project filter from those created on the platform. | |
If a report history projects has been created, then you can select it in this field. | |
Select from 1 to 24 in the list: number of months displayed in the past. | |
Select from 1 to 24 in the list: number of months displayed in the future. |
monitoring seizures
This subscription can be used to send a reminder to users regarding their activity entry, whether complete or incomplete.
3 months are displayed in the e-mail: the current month, and the two previous months.
Field | Description |
This is the name of thesubscription. This field is used to select thesubscription to be added. | |
The frequency can be set to :
- Every X days in every month
- Every day
- Every Monday
- Every Tuesday
- Every Wednesday
- Every Thursday
- Every Friday
- Last day of the month
- Every 10th day of the month | |
Select from 1 to 24 in the list: number of months displayed in the past. | |
Select from 1 to 24 in the list: number of months displayed in the future. |
LDAP directory synchronization with the repository / with users
The right to access thesubscription
Field | Description |
This is the name of thesubscription. This field is used to select thesubscription to be added. | |
Select from 1 to 24 in the list: number of months displayed in the past. | |
Select from 1 to 24 in the list: number of months displayed in the future. |
Synchronization of projects/budgets/envelopes/financial documents
The right to access thesubscription
Accesssubscription to the project synchronization report
Accesssubscription to the budget synchronization report
Field | Description |
This is the name of thesubscription. This field is used to select thesubscription to be added. | |
Select from 1 to 24 in the list: number of months displayed in the past. | |
Select from 1 to 24 in the list: number of months displayed in the future. |
Overview of all tasks / Overview of your current tasks / Overview of your issued tasks
This subscription allows you to have a list of all the tasks (200 maximum) that are in progress, late, or for which you are the sender, in a single e-mail.
Field | Description |
This is the name of thesubscription. This field is used to select thesubscription to be added. | |
The frequency can be set to :
- Every X days in every month
- Every day
- Every Monday
- Every Tuesday
- Every Wednesday
- Every Thursday
- Every Friday
- Last day of the month
- Every 10th day of the month | |
You can choose a project filter from those created on the platform. | |
If a view type Task summary (e-mail) is already created, then you can select it in this field.
Rights required : Viewing views in platform administration | |
By checking this box, only the tasks late in relation to thedeadline date will appear in the overview. | |
This is the delay time after which only late tasks (in relation to thedeadline date) will be displayed in the overview. | |
This field is used to select the type(s) of task to be displayed in the overview. | |
Select from 1 to 24 in the list: number of months displayed in the past. | |
Select from 1 to 24 in the list: number of months displayed in the future. |
Summary of planning items
The right to access thesubscription
Consultation of a schedule object (right of consultation to have access tosubscription)
Field | Description |
This is the name of thesubscription. This field is used to select thesubscription to be added. | |
The frequency can be set to :
- Every X days in every month
- Every day
- Every Monday
- Every Tuesday
- Every Wednesday
- Every Thursday
- Every Friday
- Last day of the month
- Every 10th day of the month | |
You can choose a project filter from those created on the platform. | |
If a Summary of current planning items (email) is already created, then you can select it in this field. | |
By checking this box, only the phases/milestones late in relation to thedeadline date will appear in the summary. | |
This is the delay time after which only late tasks (in relation to thedeadline date) will be displayed in the overview. | |
This field allows you to choose between
- Milestones
- Milestones
- Phases and milestones
for data displayed in the overview. | |
This field is used to select the type(s) of milestones/phases to be displayed in the overview. | |
Select from 1 to 24 in the list: number of months displayed in the past. | |
Select from 1 to 24 in the list: number of months displayed in the future. |