Send the Project Form by Email
You can send email related to the selected project.
- In the Project Log screen, after selecting a job, select a row for which you want to send email.
- Click Form. The Print Form box displays.
- Click Preview to compile the report for the project log entry. If you a
selected a project management entry row (such as a correspondence or an RFI), the Project Log Form opens in a
new tab. If you select a change request, the Change Request Log Report
opens in a new tab.Note: The Change Request Log Form can also be accessed from , by selecting a row and clicking Proposal Form.
- Click E-Mail. The Send
Email starting screen displays.Note: If you receive an error message when trying to send e-mail, see Common Error Messages.
- Email addresses default into the fields. A PDF version of the form is attached. You can edit the recipients, subject line, list of attachments, and enter any message text.
You can store a record of each email sent from the Project Management module, including recipients and message text. Manage and save this optional feature in the Project Management Installation screen.