Send Schedule note

[HT]

I am having a hard time understanding the Send Schedule Note option. I
understand the intention, but it doesn't seem to follow through with the
automation I would expect it to have.

Here's what I'm doing:
I select a couple of tasks that I want to email to someone and choose File,
Send To, Mail Recipient (As Schedule Note). In the Send Schedule Note dialog
box, I'm supposed to checkmark who I want to address the message to, project
manager, resources, and/or contacts.

First of all, I don't understand where it would be pulling the "project
manager" email address from. I can't find a field anywhere where I can
designate a resource as a project manager.

Secondly, when I proceed and click OK, I have an email form with the picture
attached of my previously selected tasks, which is great. However, the To:
field is left uncompleted. Since I selected to address the message to (at
least) my "resources," shouldn't it be pulling those email addresses and
popping them into the form? They are entered in the resource information
dialog box. Otherwise, I really don't understand the purpose of making
selections in the Send Schedule Note dialog box.

Any suggestions/ideas?
Thanks,
Heather

 

[JulieS]

Hello Heather,

My comments are inline.

I am having a hard time understanding the Send Schedule Note
option. I
understand the intention, but it doesn't seem to follow through
with the
automation I would expect it to have.

Here's what I'm doing:
I select a couple of tasks that I want to email to someone and
choose File,
Send To, Mail Recipient (As Schedule Note). In the Send Schedule
Note dialog
box, I'm supposed to checkmark who I want to address the message
to, project
manager, resources, and/or contacts.

First of all, I don't understand where it would be pulling the
"project
manager" email address from. I can't find a field anywhere where I
can
designate a resource as a project manager.

[Julie] I believe it pulls information from the User Name field on
the General tab in Tools > Options dialog.

Secondly, when I proceed and click OK, I have an email form with
the picture
attached of my previously selected tasks, which is great. However,
the To:
field is left uncompleted. Since I selected to address the message
to (at
least) my "resources," shouldn't it be pulling those email
addresses and
popping them into the form? They are entered in the resource
information
dialog box. Otherwise, I really don't understand the purpose of
making
selections in the Send Schedule Note dialog box.

[Julie] Works fine from my end using Project 2003 SP-3 and Outlook
2003 SP-3. I added the email address field to the resource sheet
and populated full email addresses (including domain) for the
resources. I believe it will also search your contact list in
Outlook and try to match names.

Any suggestions/ideas?
Thanks,
Heather

I hope this helps. Let us know how you get along.

Julie
Project MVP

 

[JulieS]

Sorry if this is a repeat -- the server seems to have deleted my
original posting
-----------------
Hello Heather,

My comments are inline.

I am having a hard time understanding the Send Schedule Note
option. I
understand the intention, but it doesn't seem to follow through
with the
automation I would expect it to have.

Here's what I'm doing:
I select a couple of tasks that I want to email to someone and
choose File,
Send To, Mail Recipient (As Schedule Note). In the Send Schedule
Note dialog
box, I'm supposed to checkmark who I want to address the message
to, project
manager, resources, and/or contacts.

First of all, I don't understand where it would be pulling the
"project
manager" email address from. I can't find a field anywhere where I
can
designate a resource as a project manager.

[Julie] I believe it pulls information from the User Name field on
the General tab in Tools > Options dialog.

Secondly, when I proceed and click OK, I have an email form with
the picture
attached of my previously selected tasks, which is great. However,
the To:
field is left uncompleted. Since I selected to address the message
to (at
least) my "resources," shouldn't it be pulling those email
addresses and
popping them into the form? They are entered in the resource
information
dialog box. Otherwise, I really don't understand the purpose of
making
selections in the Send Schedule Note dialog box.

[Julie] Works fine from my end using Project 2003 SP-3 and Outlook
2003 SP-3. I added the email address field to the resource sheet
and populated full email addresses (including domain) for the
resources. I believe it will also search your contact list in
Outlook and try to match names.

Any suggestions/ideas?
Thanks,
Heather

I hope this helps. Let us know how you get along.

Julie
Project MVP

 

[HT]

Interesting...I'm on 2007 for OUtlook and Project. I wonder if there is a
problem there... I know Project 2007 doesn't talk to Excel 2007 very nicely -
the files need to be in 2003 format, so maybe this would be why I'm having
troubles with Outlook??

Thanks Julie -
Heather

Hello Heather,

My comments are inline.

I am having a hard time understanding the Send Schedule Note
option. I
understand the intention, but it doesn't seem to follow through
with the
automation I would expect it to have.

Here's what I'm doing:
I select a couple of tasks that I want to email to someone and
choose File,
Send To, Mail Recipient (As Schedule Note). In the Send Schedule
Note dialog
box, I'm supposed to checkmark who I want to address the message
to, project
manager, resources, and/or contacts.

First of all, I don't understand where it would be pulling the
"project
manager" email address from. I can't find a field anywhere where I
can
designate a resource as a project manager.

[Julie] I believe it pulls information from the User Name field on
the General tab in Tools > Options dialog.

Secondly, when I proceed and click OK, I have an email form with
the picture
attached of my previously selected tasks, which is great. However,
the To:
field is left uncompleted. Since I selected to address the message
to (at
least) my "resources," shouldn't it be pulling those email
addresses and
popping them into the form? They are entered in the resource
information
dialog box. Otherwise, I really don't understand the purpose of
making
selections in the Send Schedule Note dialog box.

[Julie] Works fine from my end using Project 2003 SP-3 and Outlook
2003 SP-3. I added the email address field to the resource sheet
and populated full email addresses (including domain) for the
resources. I believe it will also search your contact list in
Outlook and try to match names.

Any suggestions/ideas?
Thanks,
Heather

I hope this helps. Let us know how you get along.

Julie
Project MVP

 

[JulieS]

Hi Heather,

Okay, I've just tested again using Project 2007 SP2 and Outlook 2007
SP2. Again, resources had full email addresses defined in the file.
The File > Send To mail as schedule note worked as expected. The
resource(s) names were complete and a bmp file was attached.

Do you have email addresses for all resources assigned to the
specific tasks? I assume you are allowing access when prompted by
Outlook?

Julie

Interesting...I'm on 2007 for OUtlook and Project. I wonder if
there is a
problem there... I know Project 2007 doesn't talk to Excel 2007
very nicely -
the files need to be in 2003 format, so maybe this would be why
I'm having
troubles with Outlook??

Thanks Julie -
Heather

Hello Heather,

My comments are inline.

I am having a hard time understanding the Send Schedule Note
option. I
understand the intention, but it doesn't seem to follow through
with the
automation I would expect it to have.

Here's what I'm doing:
I select a couple of tasks that I want to email to someone and
choose File,
Send To, Mail Recipient (As Schedule Note). In the Send
Schedule
Note dialog
box, I'm supposed to checkmark who I want to address the
message
to, project
manager, resources, and/or contacts.

First of all, I don't understand where it would be pulling the
"project
manager" email address from. I can't find a field anywhere
where I
can
designate a resource as a project manager.

[Julie] I believe it pulls information from the User Name field
on
the General tab in Tools > Options dialog.

Secondly, when I proceed and click OK, I have an email form
with
the picture
attached of my previously selected tasks, which is great.
However,
the To:
field is left uncompleted. Since I selected to address the
message
to (at
least) my "resources," shouldn't it be pulling those email
addresses and
popping them into the form? They are entered in the resource
information
dialog box. Otherwise, I really don't understand the purpose of
making
selections in the Send Schedule Note dialog box.

[Julie] Works fine from my end using Project 2003 SP-3 and
Outlook
2003 SP-3. I added the email address field to the resource sheet
and populated full email addresses (including domain) for the
resources. I believe it will also search your contact list in
Outlook and try to match names.

Any suggestions/ideas?
Thanks,
Heather

I hope this helps. Let us know how you get along.

Julie
Project MVP

 

[HT]

Oh of course! I'll bet that's it. I'm so busy testing things around I didn't
follow through with the detail. I'll bet that the tasks I chose didn't have
specific resources assigned to them. Thanks much - silly mistake on my part -
sorry! I'll test it out this afternoon. THANKS!

Heather

Hi Heather,

Okay, I've just tested again using Project 2007 SP2 and Outlook 2007
SP2. Again, resources had full email addresses defined in the file.
The File > Send To mail as schedule note worked as expected. The
resource(s) names were complete and a bmp file was attached.

Do you have email addresses for all resources assigned to the
specific tasks? I assume you are allowing access when prompted by
Outlook?

Julie

Interesting...I'm on 2007 for OUtlook and Project. I wonder if
there is a
problem there... I know Project 2007 doesn't talk to Excel 2007
very nicely -
the files need to be in 2003 format, so maybe this would be why
I'm having
troubles with Outlook??

Thanks Julie -
Heather

Hello Heather,

My comments are inline.

I am having a hard time understanding the Send Schedule Note
option. I
understand the intention, but it doesn't seem to follow through
with the
automation I would expect it to have.

Here's what I'm doing:
I select a couple of tasks that I want to email to someone and
choose File,
Send To, Mail Recipient (As Schedule Note). In the Send
Schedule
Note dialog
box, I'm supposed to checkmark who I want to address the
message
to, project
manager, resources, and/or contacts.

First of all, I don't understand where it would be pulling the
"project
manager" email address from. I can't find a field anywhere
where I
can
designate a resource as a project manager.

[Julie] I believe it pulls information from the User Name field
on
the General tab in Tools > Options dialog.

Secondly, when I proceed and click OK, I have an email form
with
the picture
attached of my previously selected tasks, which is great.
However,
the To:
field is left uncompleted. Since I selected to address the
message
to (at
least) my "resources," shouldn't it be pulling those email
addresses and
popping them into the form? They are entered in the resource
information
dialog box. Otherwise, I really don't understand the purpose of
making
selections in the Send Schedule Note dialog box.

[Julie] Works fine from my end using Project 2003 SP-3 and
Outlook
2003 SP-3. I added the email address field to the resource sheet
and populated full email addresses (including domain) for the
resources. I believe it will also search your contact list in
Outlook and try to match names.

Any suggestions/ideas?
Thanks,
Heather

I hope this helps. Let us know how you get along.

Julie
Project MVP

 

[HT]

Hi Julie,

It doesn't appear that the "project manager" name is pulled from that user
information in Tools, Options. My name is in there, yet when I use the Send
Schedule Note tool, and checkmark Project manager, it doesn't auto-complete
my name into the email message.

The good news is that the Send Schedule Note option did work as you had
pointed out noticing which tasks I was selecting. Unfortunately, however, if
I select a task that also has material resources, the email process seems to
get cancelled as it gets confused by not seeing an email address for the
material resource?

I'll have to continue playing around with this. If you have any additional
insight to offer, that would be great!

Thanks -
Heather

Hi Heather,

Okay, I've just tested again using Project 2007 SP2 and Outlook 2007
SP2. Again, resources had full email addresses defined in the file.
The File > Send To mail as schedule note worked as expected. The
resource(s) names were complete and a bmp file was attached.

Do you have email addresses for all resources assigned to the
specific tasks? I assume you are allowing access when prompted by
Outlook?

Julie

Interesting...I'm on 2007 for OUtlook and Project. I wonder if
there is a
problem there... I know Project 2007 doesn't talk to Excel 2007
very nicely -
the files need to be in 2003 format, so maybe this would be why
I'm having
troubles with Outlook??

Thanks Julie -
Heather

Hello Heather,

My comments are inline.

I am having a hard time understanding the Send Schedule Note
option. I
understand the intention, but it doesn't seem to follow through
with the
automation I would expect it to have.

Here's what I'm doing:
I select a couple of tasks that I want to email to someone and
choose File,
Send To, Mail Recipient (As Schedule Note). In the Send
Schedule
Note dialog
box, I'm supposed to checkmark who I want to address the
message
to, project
manager, resources, and/or contacts.

First of all, I don't understand where it would be pulling the
"project
manager" email address from. I can't find a field anywhere
where I
can
designate a resource as a project manager.

[Julie] I believe it pulls information from the User Name field
on
the General tab in Tools > Options dialog.

Secondly, when I proceed and click OK, I have an email form
with
the picture
attached of my previously selected tasks, which is great.
However,
the To:
field is left uncompleted. Since I selected to address the
message
to (at
least) my "resources," shouldn't it be pulling those email
addresses and
popping them into the form? They are entered in the resource
information
dialog box. Otherwise, I really don't understand the purpose of
making
selections in the Send Schedule Note dialog box.

[Julie] Works fine from my end using Project 2003 SP-3 and
Outlook
2003 SP-3. I added the email address field to the resource sheet
and populated full email addresses (including domain) for the
resources. I believe it will also search your contact list in
Outlook and try to match names.

Any suggestions/ideas?
Thanks,
Heather

I hope this helps. Let us know how you get along.

Julie
Project MVP

 

[JulieS]

Hi Heather,

I'm glad to hear you are getting closer. As far as material
resources, are they truly set as material in the resource type? I
don't have Project 2007 running currently, but it does seem odd. I
suppose you could list your name in the email address field for the
material resources if it fails due to no email address. I guess
better to spam yourself than others

I'll try to experiment some more over the next few days in between
flights.

Julie

Hi Julie,

It doesn't appear that the "project manager" name is pulled from
that user
information in Tools, Options. My name is in there, yet when I use
the Send
Schedule Note tool, and checkmark Project manager, it doesn't
auto-complete
my name into the email message.

The good news is that the Send Schedule Note option did work as
you had
pointed out noticing which tasks I was selecting. Unfortunately,
however, if
I select a task that also has material resources, the email
process seems to
get cancelled as it gets confused by not seeing an email address
for the
material resource?

I'll have to continue playing around with this. If you have any
additional
insight to offer, that would be great!

Thanks -
Heather

Hi Heather,

Okay, I've just tested again using Project 2007 SP2 and Outlook
2007
SP2. Again, resources had full email addresses defined in the
file.
The File > Send To mail as schedule note worked as expected. The
resource(s) names were complete and a bmp file was attached.

Do you have email addresses for all resources assigned to the
specific tasks? I assume you are allowing access when prompted
by
Outlook?

Julie

Interesting...I'm on 2007 for OUtlook and Project. I wonder if
there is a
problem there... I know Project 2007 doesn't talk to Excel 2007
very nicely -
the files need to be in 2003 format, so maybe this would be why
I'm having
troubles with Outlook??

Thanks Julie -
Heather

:

Hello Heather,

My comments are inline.

I am having a hard time understanding the Send Schedule Note
option. I
understand the intention, but it doesn't seem to follow
through
with the
automation I would expect it to have.

Here's what I'm doing:
I select a couple of tasks that I want to email to someone
and
choose File,
Send To, Mail Recipient (As Schedule Note). In the Send
Schedule
Note dialog
box, I'm supposed to checkmark who I want to address the
message
to, project
manager, resources, and/or contacts.

First of all, I don't understand where it would be pulling
the
"project
manager" email address from. I can't find a field anywhere
where I
can
designate a resource as a project manager.

[Julie] I believe it pulls information from the User Name
field
on
the General tab in Tools > Options dialog.

Secondly, when I proceed and click OK, I have an email form
with
the picture
attached of my previously selected tasks, which is great.
However,
the To:
field is left uncompleted. Since I selected to address the
message
to (at
least) my "resources," shouldn't it be pulling those email
addresses and
popping them into the form? They are entered in the resource
information
dialog box. Otherwise, I really don't understand the purpose
of
making
selections in the Send Schedule Note dialog box.

[Julie] Works fine from my end using Project 2003 SP-3 and
Outlook
2003 SP-3. I added the email address field to the resource
sheet
and populated full email addresses (including domain) for the
resources. I believe it will also search your contact list
in
Outlook and try to match names.

Any suggestions/ideas?
Thanks,
Heather

I hope this helps. Let us know how you get along.

Julie
Project MVP