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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Setting up a subscription

Setting up a subscription

  • Create a subscription
  • Executesubscription
  • Pausesubscription
  • Deletesubscription
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subscription

Subscriptions are associated with a user and send information by e-mail at specific times, according to defined criteria (such as project filters). For example, the list of activity entries is sent each month.

You can also choose the frequency of e-mail alerts from 9 options, and activate or deactivate a subscription at any time.

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Read more : Subscription listSubscription list

Access to your account settings is subject to rights. You may not be able to perform this action.

Subscriptions are available for :

  • warning on the timesheet,
  • Automatic export and reporting,
  • project history ,
  • seizure monitoring ,
  • Summary of tasks or planning...

Create a subscription

  1. Go to Main menuMain menu.
  2. Click on My accountMy account > My profileMy profile.
  3. Click on Users - Subscriptions tabUsers - Subscriptions tab.
  1. Click on Add.
  2. User subscription settings screen
    User subscription settings screen

    Asubscription management pop-up appears.

  3. Selectevent.
  4. Select the frequency at which you wish to receive thesubscription.
  5. Optional: Depending on the type of event, additional fields to be completed are displayed, such as a filter to be applied, a particular view , etc.
  6. Click on Add.
  7. image

    The new subscription appears in your subscription list.

  8. Click on RegisterRegister.
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Depending on the frequency set, you'll receive the content by email.

Executesubscription

subscription can be run from the settings screen.

This allows you to have an e-mail sent immediately, either to check your subscription or to anticipate the next mailing.

  1. Go to Main menuMain menu.
  2. Click on My accountMy account > My profileMy profile.
  3. Click on Users - Subscriptions tabUsers - Subscriptions tab.
  1. Click on the contextual menucontextual menu which is displayed when the mouse is hovered over thesubscription
  2. In the contextual menu, click on Run now.
  3. subscription  setup screen -subscription execution
    subscription setup screen -subscription execution
  4. Click on RegisterRegister.
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Upon execution, you immediately receive the email.

Pausesubscription

You can pause one or more subscriptions for various reasons (absences, pending projects, etc.).

  1. Go to Main menuMain menu.
  2. Click on My accountMy account > My profileMy profile.
  3. Click on Users - Subscriptions tabUsers - Subscriptions tab.
  1. Click on the contextual menucontextual menu which is displayed when the mouse hovers over thesubscription.
  2. In the contextual menu, click on Disable.
  3. Click on RegisterRegister.
  4. User subscription settings screen - deactivate a subscription
    User subscription settings screen - deactivate a subscription
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As soon as thesubscription is deactivated, e-mails will be suspended until they are reactivated.

Deletesubscription

  1. Go to Main menuMain menu.
  2. Click on My accountMy account > My profileMy profile.
  3. Click on Users - Subscriptions tabUsers - Subscriptions tab.
  1. Click on the contextual menucontextual menu which is displayed when the mouse hovers over thesubscription.
  2. In the contextual menu, click on DeleteDelete.
  3. Click on RegisterRegister.
  4. User subscription settings screen - Deletion
    User subscription settings screen - Deletion
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As soon as the deletion is saved, no more mail will be sent to this subscription. You will not be able to reactivate it.
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Produced by Virage Group