The Job Scheduler's Assignment Notifications feature provides the ability to send e-mails to selected users detailing their project and task assignments. Employees only see their own assignments and only for the specified reporting date identified in the e-mail.
Prerequisite:
Assignment Notifications are generated based upon the Start and Finish dates for each task assignment as defined by the Project Planning tool or the Budgeted Time & Costs view. These Start and Finish dates must be established - and maintained for the Assignment Notifications to be truly effective.
Sample e-mail sent to employees
Select Job Scheduler from the menu (Menu > Setup tab > Job Scheduler).
Select Notification from the drop-down list at the top left corner of the screen. If Notification was previously selected, then click the New button 
on the toolbar.
The Job Scheduler window opens.
On the Data (Step 1) tab
Enter a name for this assignment notification job (up to 100 characters).
(Optional) Enter a description (up to 250 characters).
Select Assignment Notification from the Notification Type drop-down list.
Select a Date Range from the drop-down list.
The Date Range specifies which assignments are included in the e-mail based on each assignment's start and finish dates.
Select For Current Day to include only those assignments whose start and finish dates include today.
Select For Current Week to include only those assignments whose start and finish dates include one or more days for the current week (Sunday to Saturday).
Select For Current Month to include only those assignments whose start and finish dates include one or more days for the current month.
(Optional) Modify the text shown in the e-mail by clicking on the Change Notification Text... link.
On the Recipients (Step 2) tab
From the Employees available list box, select the employees that are to be notified and move them to the Employees selected list using the Move button 
.
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Note: Only employees with e-mail addresses entered in their respective properties windows are displayed in the Employees available list box. |
On the SMTP (Step 3) tab
SKIP THE SMTP (Step 3) TAB. Do Not Edit the information displayed in this tab.
On the Schedule (Step 4) tab
Set the Run schedule properties. This establishes when the Job Scheduler runs the job.
Once: run once at a specified date and time
Daily: run once per day at a specified time
Weekly: run on one or more days of the week, at a specified time. Note: You may select more than one day from this drop-down list. Use this option to run jobs on weekdays only (e.g. run on Mon, Tue, Wed, Thu and Fri but exclude Sat and Sun)
Monthly: run once per month at a specified day and time
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Note: If your local time is different than the time on the hosted server, then the server time is displayed in parentheses to the right of the time field. |
Click Done. The notification job is now displayed in the Job Scheduler's list of jobs.
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Note: All time fields in the Job Scheduler must use the 24 hour format; 23:00 instead of 11:00 PM. |
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Tip: It’s a good practice to set automated job run times when the system demands are low (evenings, overnight or other non-peak times). |
